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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 23,637 shares of SDY stock, worth $3.29 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

23,637

Previous 17,450 35.46%

Holding current value

$3.29 Million

Previous $2.37 Billion 35.51%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$121.58 - $136.74 $752,215 - $846,010	6,187 Added 35.46%	23,637 $3.21 Billion
Q1 2025 Apr 29, 2025	BUY	$128.74 - $138.67 $1.45 Million - $1.57 Million	11,288 Added 183.19%	17,450 $2.37 Billion
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

1,338

Shares Held

71M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

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