Concurrent Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 125,699 shares of SPHY stock, worth $2.98 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
125,699
Previous 26,266 378.56%
Holding current value
$2.98 Million
Previous $625 Million 381.38%
% of portfolio
0.05%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$23.54 - $23.97 $2.34 Million - $2.38 Million
99,433 Added 378.56%
125,699 $3.01 Billion
Q2 2025

Jul 25, 2025
BUY
$22.4 - $23.8 $359,340 - $381,799
16,042 Added 156.91%
26,266 $625 Million
Q1 2025

Apr 29, 2025
BUY
$23.32 - $23.84 $34,653 - $35,426
1,486 Added 17.01%
10,224 $239 Million
Q4 2024

Feb 03, 2025
BUY
$23.29 - $23.93 $203,508 - $209,100
8,738 New
8,738 $205 Million

Others Institutions Holding SPHY

# of Institutions
492
Shares Held
256M
Call Options Held
37K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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