Concord Wealth Partners’s SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
32,377
-7,276
| -18% | -$283K | 0.18% | 115 |
|
|
2025
Q1 | $1.5M | Buy |
39,653
+690
| +2% | +$26.1K | 0.25% | 95 |
|
|
2024
Q4 | $1.47M | Buy |
38,963
+2,184
| +6% | +$82.2K | 0.24% | 84 |
|
|
2024
Q3 | $1.39M | Sell |
36,779
-3,422
| -9% | -$130K | 0.23% | 81 |
|
|
2024
Q2 | $1.38M | Buy |
40,201
+3,716
| +10% | +$128K | 0.24% | 81 |
|
|
2024
Q1 | $1.26M | Buy |
+36,485
| New | +$1.26M | 0.23% | 86 |
|