Concurrent Investment Advisors, LLC Spdr S&P Regional Banking ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,774 shares of KRE stock, worth $290,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,774
Previous 3,707 28.78%
Holding current value
$290,832
Previous $220 Million 37.26%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
$58.82 - $66.17 $62,760 - $70,603
1,067 Added 28.78%
4,774 $302 Million
Q2 2025

Jul 25, 2025
SELL
$48.81 - $59.48 $30,311 - $36,937
-621 Reduced 14.35%
3,707 $220 Million
Q1 2025

Apr 29, 2025
SELL
$55.11 - $65.5 $29,649 - $35,239
-538 Reduced 11.06%
4,328 $246 Million
Q4 2024

Feb 03, 2025
BUY
$54.6 - $68.9 $265,683 - $335,267
4,866 New
4,866 $294 Million

Others Institutions Holding KRE

# of Institutions
674
Shares Held
94.9M
Call Options Held
53.9M
Put Options Held
72.4M
View Full List

About SPDR S&P REGIONAL BANKING ETF

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