Concurrent Investment Advisors, LLC Spdr Portfolio Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 237,316 shares of SPYG stock, worth $21 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
237,316
Previous 196,203 20.95%
Holding current value
$21 Million
Previous $16.3 Billion 28.19%
% of portfolio
0.56%
Previous 0.48%

Shares

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

Feb 03, 2025
BUY
$81.74 - $91.38 $3.36 Million - $3.76 Million
41,113 Added 20.95%
237,316 $20.9 Billion
Q3 2024

Oct 30, 2024
BUY
$73.38 - $84.1 $614,043 - $703,748
8,368 Added 4.45%
196,203 $16.3 Billion
Q2 2024

Jul 30, 2024
BUY
$68.71 - $80.95 $37,996 - $44,765
553 Added 0.3%
187,835 $15.1 Billion
Q1 2024

May 07, 2024
SELL
$63.12 - $73.73 $281,199 - $328,467
-4,455 Reduced 2.32%
187,282 $13.7 Billion
Q4 2023

Apr 15, 2024
BUY
$57.02 - $65.3 $10.9 Million - $12.5 Million
191,737 New
191,737 $12.5 Billion

Others Institutions Holding SPYG

# of Institutions
1,218
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email