Concurrent Investment Advisors, LLC Spdr Portfolio Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 237,316 shares of SPYG stock, worth $21 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
237,316
Previous 196,203 20.95%
Holding current value
$21 Million
Previous $16.3 Billion 28.19%
% of portfolio
0.56%
Previous 0.48%

Shares

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

Feb 03, 2025
BUY
$81.74 - $91.38 $3.36 Million - $3.76 Million
41,113 Added 20.95%
237,316 $20.9 Billion
Q3 2024

Oct 30, 2024
BUY
$73.38 - $84.1 $614,043 - $703,748
8,368 Added 4.45%
196,203 $16.3 Billion
Q2 2024

Jul 30, 2024
BUY
$68.71 - $80.95 $37,996 - $44,765
553 Added 0.3%
187,835 $15.1 Billion
Q1 2024

May 07, 2024
SELL
$63.12 - $73.73 $281,199 - $328,467
-4,455 Reduced 2.32%
187,282 $13.7 Billion
Q4 2023

Apr 15, 2024
BUY
$57.02 - $65.3 $10.9 Million - $12.5 Million
191,737 New
191,737 $12.5 Billion

Others Institutions Holding SPYG

# of Institutions
1,216
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

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