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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 8,504 shares of XBI stock, worth $720,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,504
Previous 3,204 165.42%
Holding current value
$720,288
Previous $289 Million 138.99%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
846
Shares Held
108M
Call Options Held
17.7M
Put Options Held
28.5M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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