SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,676 Value ($000) $1,819 Avg Close — Range —
Q3 2025
Shares 20,423 Value ($000) $1,600 Avg Close — Range —
Q2 2025
Shares 19,957 Value ($000) $1,451 Avg Close — Range —
Q1 2025
Shares 17,570 Value ($000) $1,155 Avg Close — Range —
Q4 2024
Shares 17,233 Value ($000) $1,188 Avg Close — Range —
Q3 2024
Shares 17,773 Value ($000) $1,200 Avg Close — Range —
Q2 2024
Shares 16,585 Value ($000) $1,061 Avg Close — Range —
Q1 2024
Shares 15,675 Value ($000) $964 Avg Close — Range —
Q4 2023
Shares 9,936 Value ($000) $555 Avg Close — Range —
Q3 2023
Shares 12 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 734 Value ($000) $38 Avg Close — Range —
Q1 2023
Shares 3,023 Value ($000) $146 Avg Close — Range —
Q4 2022
Shares 4,989 Value ($000) $224 Avg Close — Range —