Concurrent Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 76,151 shares of SPDW stock, worth $3.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

76,151

Previous 57,782 31.79%

Holding current value

$3.33 Million

Previous $2.47 Billion 36.78%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$42.26 - $44.28 $776,273 - $813,379	18,369 Added 31.79%	76,151 $3.38 Billion
Q3 2025 Oct 27, 2025	SELL	$39.8 - $42.86 $260,968 - $281,033	-6,557 Reduced 10.19%	57,782 $2.47 Billion
Q2 2025 Jul 25, 2025	SELL	$32.66 - $40.75 $85,438 - $106,602	-2,616 Reduced 3.91%	64,339 $2.61 Billion
Q1 2025 Apr 29, 2025	BUY	$33.84 - $37.77 $2.27 Million - $2.53 Million	66,955 New	66,955 $2.44 Billion

Others Institutions Holding SPDW

# of Institutions

1,208

Shares Held

613M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Concurrent Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History