Concurrent Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 74,125 shares of SPYV stock, worth $3.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
74,125
Previous 105,575 29.79%
Holding current value
$3.9 Million
Previous $5.29 Billion 31.7%
% of portfolio
0.12%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$47.37 - $50.09 $1.49 Million - $1.58 Million
-31,450 Reduced 29.79%
74,125 $3.61 Billion
Q1 2024

May 07, 2024
BUY
$45.88 - $50.1 $584,144 - $637,873
12,732 Added 13.71%
105,575 $5.29 Billion
Q4 2023

Apr 15, 2024
BUY
$39.63 - $46.73 $3.68 Million - $4.34 Million
92,843 New
92,843 $4.33 Billion

Others Institutions Holding SPYV

# of Institutions
938
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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