Concurrent Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,581 shares of XLRE stock, worth $526,263. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,581

Previous 11,450 9.88%

Holding current value

$526,263

Previous $466 Million 13.07%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$39.18 - $43.52 $44,312 - $49,221	1,131 Added 9.88%	12,581 $527 Million
Q4 2024 Feb 03, 2025	SELL	$40.06 - $45.21 $824,434 - $930,421	-20,580 Reduced 64.25%	11,450 $466 Million
Q3 2024 Oct 30, 2024	BUY	$38.04 - $45.36 $747,562 - $891,414	19,652 Added 158.77%	32,030 $1.43 Billion
Q2 2024 Jul 30, 2024	SELL	$35.73 - $39.2 $32,871 - $36,064	-920 Reduced 6.92%	12,378 $475 Million
Q1 2024 May 07, 2024	SELL	$37.55 - $40.43 $84,825 - $91,331	-2,259 Reduced 14.52%	13,298 $526 Million
Q4 2023 Apr 15, 2024	BUY	$32.19 - $40.5 $500,779 - $630,058	15,557 New	15,557 $623 Million

Others Institutions Holding XLRE

# of Institutions

844

Shares Held

151M

Call Options Held

648K

Put Options Held

2.82M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History