Concord Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $885K | Buy |
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|
2024
Q4 | $926K | Buy |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $766K | Buy |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $719K | Buy |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $750K | Sell |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $355K | Buy |
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