Concord Wealth Partners
Position in SPDG — State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF
CIK 1814214
ABINGDON, VA
All Filings in SPDG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPDG | $1,208,761 | 29,001 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 SPDG | $1,219,811 | 29,912 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SPDG | $1,236,521 | 30,760 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 SPDG | $1,257,198 | 32,377 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 SPDG | $1,500,350 | 39,653 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 SPDG | $1,466,099 | 38,963 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 SPDG | $1,394,328 | 36,779 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 SPDG | $1,383,678 | 40,201 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 SPDG | $1,260,666 | 36,485 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||