Concord Wealth Partners
SPDG icon

Concord Wealth Partners’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Concord Wealth Partners’s Portfolio SPDG Stock Details SPDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Sell
25,550
-1,459
-5% -$67.6K 0.13% 123
2026
Q2 		$1.25M Sell
27,009
-1,992
-7% -$89.6K 0.14% 116
2026
Q1 		$1.21M Sell
29,001
-911
-3% -$39.1K 0.16% 119
2025
Q4 		$1.22M Sell
29,912
-848
-3% -$34.2K 0.16% 118
2025
Q3 		$1.24M Sell
30,760
-1,617
-5% -$63.7K 0.17% 116
2025
Q2 		$1.26M Sell
32,377
-7,276
-18% -$269K 0.18% 115
2025
Q1 		$1.5M Buy
39,653
+690
+2% +$26.6K 0.25% 95
2024
Q4 		$1.47M Buy
38,963
+2,184
+6% +$83.4K 0.24% 84
2024
Q3 		$1.39M Sell
36,779
-3,422
-9% -$123K 0.23% 81
2024
Q2 		$1.38M Buy
40,201
+3,716
+10% +$126K 0.24% 81
2024
Q1 		$1.26M Buy
+36,485
New +$1.2M 0.23% 86

Other funds holding SPDG

Concord Asset Management (Virginia)
Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Concord Wealth Partners's SPDG Position: Q3 2026 in Review

Concord Wealth Partners reduced its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) stake by 5.4% in Q3 2026, selling an estimated $67.6K and leaving 25,550 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #123.

Concord Wealth Partners first reported a position in SPDG in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2025. 6 funds tracked by Wall St. Rank hold SPDG as of Q3 2026.

  • Concord Wealth Partners held 25,550 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $1.14M as of Q3 2026.
  • Concord Wealth Partners sold 1,459 State Street SPDR Portfolio S&P Sector Neutral Dividend ETF shares in Q3 2026, an estimated $67.6K.
  • State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up 0.13% of Concord Wealth Partners's portfolio in Q3 2026, its #123 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in Q1 2024 and has held it in 11 quarters since.
  • Concord Wealth Partners's State Street SPDR Portfolio S&P Sector Neutral Dividend ETF position peaked at $1.5M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.