Concurrent Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,020 shares of SPTM stock, worth $326,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,020
Previous 4,405 8.74%
Holding current value
$326,303
Previous $330 Million 1.7%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$74.93 - $80.73 $28,848 - $31,081
-385 Reduced 8.74%
4,020 $324 Million
Q2 2025

Jul 25, 2025
SELL
$60.34 - $74.89 $3,560 - $4,418
-59 Reduced 1.32%
4,405 $330 Million
Q1 2025

Apr 29, 2025
BUY
$67.03 - $74.61 $71,453 - $79,534
1,066 Added 31.37%
4,464 $304 Million
Q4 2024

Feb 03, 2025
BUY
$69.3 - $74.3 $16,077 - $17,237
232 Added 7.33%
3,398 $243 Million
Q3 2024

Oct 30, 2024
BUY
$63.28 - $70.06 $200,344 - $221,809
3,166 New
3,166 $222 Million
Q4 2023

Apr 15, 2024
BUY
$50.31 - $58.65 $1.02 Million - $1.19 Million
20,274 New
20,274 $1.19 Billion

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.2M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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