Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 52,602 shares of XLE stock, worth $4.49 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
52,602
Previous 57,720 8.87%
Holding current value
$4.49 Million
Previous $4.9 Billion 4.01%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$84.25 - $91.99 $431,191 - $470,804
-5,118 Reduced 8.87%
52,602 $4.7 Billion
Q2 2025

Jul 25, 2025
SELL
$76.44 - $94.13 $248,506 - $306,016
-3,251 Reduced 5.33%
57,720 $4.9 Billion
Q1 2025

Apr 29, 2025
SELL
$85.7 - $93.96 $588,501 - $645,223
-6,867 Reduced 10.12%
60,971 $5.7 Billion
Q4 2024

Feb 03, 2025
BUY
$83.32 - $97.27 $871,777 - $1.02 Million
10,463 Added 18.24%
67,838 $5.81 Billion
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $7.99 Million - $8.85 Million
-94,764 Reduced 62.29%
57,375 $5.04 Billion
Q2 2024

Jul 30, 2024
SELL
$88.04 - $98.08 $4.92 Million - $5.48 Million
-55,844 Reduced 26.85%
152,139 $13.9 Billion
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $442,142 - $522,370
5,533 Added 2.73%
207,983 $19.6 Billion
Q4 2023

Apr 15, 2024
BUY
$81.2 - $91.96 $16.4 Million - $18.6 Million
202,450 New
202,450 $17 Billion

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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