Concurrent Investment Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,338 shares of XBI stock, worth $690,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,338

Previous 8,504 13.71%

Holding current value

$690,652

Previous $690 Million 11.76%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$69.8 - $85.28 $81,386 - $99,436	-1,166 Reduced 13.71%	7,338 $609 Million
Q1 2025 Apr 29, 2025	BUY	$81.1 - $94.7 $429,829 - $501,910	5,300 Added 165.42%	8,504 $690 Million
Q4 2024 Feb 03, 2025	SELL	$89.81 - $104.0 $8,891 - $10,296	-99 Reduced 3.0%	3,204 $289 Million
Q3 2024 Oct 30, 2024	SELL	$90.87 - $102.43 $908 - $1,024	-10 Reduced 0.3%	3,303 $326 Million
Q2 2024 Jul 30, 2024	BUY	$82.22 - $94.12 $61,582 - $70,495	749 Added 29.21%	3,313 $307 Million
Q1 2024 May 07, 2024	BUY	$87.05 - $102.89 $26,027 - $30,764	299 Added 13.2%	2,564 $243 Million
Q4 2023 Apr 15, 2024	BUY	$64.12 - $90.86 $145,231 - $205,797	2,265 New	2,265 $202 Million

Others Institutions Holding XBI

# of Institutions

803

Shares Held

112M

Call Options Held

22.4M

Put Options Held

28.8M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Concurrent Investment Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History