Concurrent Investment Advisors, LLC Industrial Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 52,391 shares of XLI stock, worth $6.87 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

52,391

Previous 41,639 25.82%

Holding current value

$6.87 Million

Previous $5.49 Billion 25.16%

% of portfolio

0.17%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$128.78 - $141.67 $1.38 Million - $1.52 Million	10,752 Added 25.82%	52,391 $6.87 Billion
Q4 2024 Feb 03, 2025	BUY	$131.76 - $143.99 $989,517 - $1.08 Million	7,510 Added 22.0%	41,639 $5.49 Billion
Q3 2024 Oct 30, 2024	BUY	$120.56 - $135.44 $513,947 - $577,380	4,263 Added 14.27%	34,129 $4.62 Billion
Q2 2024 Jul 30, 2024	BUY	$120.47 - $125.94 $351,290 - $367,241	2,916 Added 10.82%	29,866 $3.64 Billion
Q1 2024 May 07, 2024	BUY	$110.23 - $125.96 $565,700 - $646,426	5,132 Added 23.52%	26,950 $3.39 Billion
Q4 2023 Apr 15, 2024	BUY	$96.44 - $114.13 $2.1 Million - $2.49 Million	21,818 New	21,818 $2.49 Billion

Others Institutions Holding XLI

# of Institutions

1,570

Shares Held

142M

Call Options Held

23.1M

Put Options Held

38.7M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Concurrent Investment Advisors, LLC Industrial Sector Spdr Transaction History