SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1,500 Value ($000) $59 Avg Close — Range —
Q3 2023
Shares 1,500 Value ($000) $53 Avg Close — Range —
Q2 2023
Shares 1,505 Value ($000) $56 Avg Close — Range —
Q1 2023
Shares 1,883 Value ($000) $72 Avg Close — Range —
Q4 2022
Shares 23,291 Value ($000) $922 Avg Close — Range —
Q2 2022
Shares 161 Value ($000) $6 Avg Close — Range —