Concurrent Investment Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 200 shares of SPY stock, worth $120,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 3,900 94.87%
Holding current value
$120,259
Previous $2.12 Billion 94.59%
% of portfolio
0.0%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$517.38 - $573.86 $3.61 Million - $4.01 Million
6,981 Added 4.28%
170,160 $97.6 Billion
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $886,831 - $982,345
1,791 Added 1.11%
163,179 $88.8 Billion
Q1 2024

May 07, 2024
SELL
$467.28 - $523.17 $3.74 Million - $4.19 Million
-8,007 Reduced 4.73%
161,388 $84.4 Billion
Q4 2023

Apr 15, 2024
BUY
$410.68 - $476.69 $69.6 Million - $80.7 Million
169,395 New
169,395 $80.5 Billion

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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