Concord Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Concord Wealth Partners’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$29.8M	Buy
2025 Q2	$27.6M	Sell
2025 Q1	$27.5M	Sell
2024 Q4	$31.8M	Buy
2023 Q1	–	Sell
2022 Q4	$98K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy