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

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 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 4,038 shares of SDY stock, worth $559,545. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,038
Previous 2,924 38.1%
Holding current value
$559,545
Previous $384 Million 33.85%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,200
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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