A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,746 shares of XLB stock, worth $1.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,746
Previous 10,744 27.94%
Holding current value
$1.25 Million
Previous $949 Million 39.64%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$86.95 - $97.09 $261,023 - $291,464
3,002 Added 27.94%
13,746 $1.32 Billion
Q2 2024

Jul 30, 2024

BUY
$88.28 - $93.06 $471,503 - $497,033
5,341 Added 98.85%
10,744 $949 Million
Q1 2024

May 07, 2024

SELL
$80.98 - $92.89 $54,580 - $62,607
-674 Reduced 11.09%
5,403 $502 Million
Q4 2023

Apr 15, 2024

BUY
$74.46 - $86.21 $452,493 - $523,898
6,077 New
6,077 $520 Million

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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