Concurrent Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,946 shares of SPSM stock, worth $313,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,946
Previous 5,549 25.18%
Holding current value
$313,542
Previous $253 Million 23.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
BUY
$44.33 - $49.55 $61,929 - $69,221
1,397 Added 25.18%
6,946 $312 Million
Q3 2024

Oct 30, 2024
BUY
$41.02 - $46.01 $5,168 - $5,797
126 Added 2.32%
5,549 $253 Million
Q2 2024

Jul 30, 2024
BUY
$39.75 - $43.15 $215,564 - $234,002
5,423 New
5,423 $225 Million

Others Institutions Holding SPSM

# of Institutions
940
Shares Held
212M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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