Concurrent Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 161,725 shares of SPLG stock, worth $12.8 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

161,725

Previous 95,030 70.18%

Holding current value

$12.8 Million

Previous $6.91 Billion 83.41%

% of portfolio

0.22%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$72.65 - $78.68 $4.85 Million - $5.25 Million	66,695 Added 70.18%	161,725 $12.7 Billion
Q2 2025 Jul 25, 2025	BUY	$58.41 - $72.69 $1.72 Million - $2.14 Million	29,397 Added 44.79%	95,030 $6.91 Billion
Q1 2025 Apr 29, 2025	SELL	$64.88 - $72.1 $6.06 Million - $6.74 Million	-93,453 Reduced 58.74%	65,633 $4.32 Billion
Q4 2024 Feb 03, 2025	BUY	$66.77 - $71.52 $2.54 Million - $2.72 Million	37,968 Added 31.35%	159,086 $11 Billion
Q3 2024 Oct 30, 2024	SELL	$60.84 - $67.51 $552,974 - $613,598	-9,089 Reduced 6.98%	121,118 $8.18 Billion

Q2 2024 Jul 30, 2024	BUY	$58.24 - $64.51 $412,630 - $457,053	7,085 Added 5.75%	130,207 $8.33 Billion
Q1 2024 May 07, 2024	BUY	$54.97 - $61.53 $1.12 Million - $1.25 Million	20,385 Added 19.84%	123,122 $7.58 Billion
Q4 2023 Apr 15, 2024	BUY	$48.29 - $56.08 $4.96 Million - $5.76 Million	102,737 New	102,737 $5.74 Billion

Others Institutions Holding SPLG

# of Institutions

1,564

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Concurrent Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History