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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 10,224 shares of SPHY stock, worth $240,264. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,224
Previous 8,738 17.01%
Holding current value
$240,264
Previous $205 Million 16.76%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
485
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
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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