Concurrent Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,162 shares of SDY stock, worth $818,929. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,162
Previous 4,626 33.2%
Holding current value
$818,929
Previous $657 Million 23.89%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 03, 2025
BUY
$131.66 - $144.0 $202,229 - $221,184
1,536 Added 33.2%
6,162 $814 Million
Q3 2024

Oct 30, 2024
BUY
$125.95 - $142.04 $74,058 - $83,519
588 Added 14.56%
4,626 $657 Million
Q2 2024

Jul 30, 2024
BUY
$124.6 - $132.46 $138,804 - $147,560
1,114 Added 38.1%
4,038 $513 Million
Q1 2024

May 07, 2024
SELL
$122.28 - $131.24 $22,499 - $24,148
-184 Reduced 5.92%
2,924 $384 Million
Q4 2023

Apr 15, 2024
BUY
$110.2 - $125.58 $342,501 - $390,302
3,108 New
3,108 $388 Million

Others Institutions Holding SDY

# of Institutions
1,288
Shares Held
72.2M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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