Concurrent Investment Advisors, LLC Technology Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 122,713 shares of XLK stock, worth $28.7 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
122,713
Previous 117,186 4.72%
Holding current value
$28.7 Million
Previous $26.5 Billion 4.5%
% of portfolio
0.82%
Previous 0.87%

Shares

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

Oct 30, 2024
BUY
$197.34 - $237.68 $1.09 Million - $1.31 Million
5,527 Added 4.72%
122,713 $27.7 Billion
Q2 2024

Jul 30, 2024
BUY
$192.53 - $231.41 $1.13 Million - $1.36 Million
5,864 Added 5.27%
117,186 $26.5 Billion
Q1 2024

May 07, 2024
BUY
$184.12 - $211.02 $1.48 Million - $1.7 Million
8,049 Added 7.79%
111,322 $23.2 Billion
Q4 2023

Apr 15, 2024
BUY
$160.19 - $193.07 $16.5 Million - $19.9 Million
103,273 New
103,273 $19.9 Billion

Others Institutions Holding XLK

# of Institutions
2,240
Shares Held
168M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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