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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 57,782 shares of SPDW stock, worth $2.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
57,782
Previous 64,339 10.19%
Holding current value
$2.5 Million
Previous $2.61 Billion 5.09%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,161
Shares Held
579M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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