Concurrent Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,162 shares of SDY stock, worth $832,424. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,162

Previous 4,626 33.2%

Holding current value

$832,424

Previous $657 Million 23.89%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$131.66 - $144.0 $202,229 - $221,184	1,536 Added 33.2%	6,162 $814 Million
Q3 2024 Oct 30, 2024	BUY	$125.95 - $142.04 $74,058 - $83,519	588 Added 14.56%	4,626 $657 Million
Q2 2024 Jul 30, 2024	BUY	$124.6 - $132.46 $138,804 - $147,560	1,114 Added 38.1%	4,038 $513 Million
Q1 2024 May 07, 2024	SELL	$122.28 - $131.24 $22,499 - $24,148	-184 Reduced 5.92%	2,924 $384 Million
Q4 2023 Apr 15, 2024	BUY	$110.2 - $125.58 $342,501 - $390,302	3,108 New	3,108 $388 Million

Others Institutions Holding SDY

# of Institutions

1,316

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Concurrent Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History