Concurrent Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,946 shares of SPSM stock, worth $317,432. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,946
Previous 5,549 25.18%
Holding current value
$317,432
Previous $253 Million 23.56%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$44.33 - $49.55 $61,929 - $69,221
1,397 Added 25.18%
6,946 $312 Million
Q3 2024

Oct 30, 2024
BUY
$41.02 - $46.01 $5,168 - $5,797
126 Added 2.32%
5,549 $253 Million
Q2 2024

Jul 30, 2024
BUY
$39.75 - $43.15 $215,564 - $234,002
5,423 New
5,423 $225 Million

Others Institutions Holding SPSM

# of Institutions
962
Shares Held
215M
Call Options Held
94.4K
Put Options Held
11.1K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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