Concurrent Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,457 shares of SPSM stock, worth $526,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,457

Previous 13,743 16.63%

Holding current value

$526,220

Previous $585 Million 9.35%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$42.26 - $47.16 $96,606 - $107,807	-2,286 Reduced 16.63%	11,457 $531 Million
Q2 2025 Jul 25, 2025	BUY	$35.35 - $42.68 $92,157 - $111,266	2,607 Added 23.41%	13,743 $585 Million
Q1 2025 Apr 29, 2025	BUY	$40.03 - $46.81 $167,725 - $196,133	4,190 Added 60.32%	11,136 $454 Million
Q4 2024 Feb 03, 2025	BUY	$44.33 - $49.55 $61,929 - $69,221	1,397 Added 25.18%	6,946 $312 Million
Q3 2024 Oct 30, 2024	BUY	$41.02 - $46.01 $5,168 - $5,797	126 Added 2.32%	5,549 $253 Million
Q2 2024 Jul 30, 2024	BUY	$39.75 - $43.15 $215,564 - $234,002	5,423 New	5,423 $225 Million

Others Institutions Holding SPSM

# of Institutions

978

Shares Held

198M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Concurrent Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History