Concurrent Investment Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,700 shares of SPY stock, worth $9.17 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,700

Previous 157,968 91.33%

Holding current value

$9.17 Million

Previous $88.4 Billion 90.42%

% of portfolio

0.16%

Previous 2.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$496.48 - $617.85 $22.6 Million - $28.2 Million	45,582 Added 28.86%	203,550 $126 Billion
Q1 2025 Apr 29, 2025	SELL	$551.42 - $612.93 $9.42 Million - $10.5 Million	-17,087 Reduced 9.76%	157,968 $88.4 Billion
Q4 2024 Feb 03, 2025	BUY	$567.81 - $607.81 $2.78 Million - $2.98 Million	4,895 Added 2.88%	175,055 $103 Billion
Q3 2024 Oct 30, 2024	BUY	$517.38 - $573.86 $3.61 Million - $4.01 Million	6,981 Added 4.28%	170,160 $97.6 Billion
Q2 2024 Jul 30, 2024	BUY	$495.16 - $548.49 $886,831 - $982,345	1,791 Added 1.11%	163,179 $88.8 Billion
Q1 2024 May 07, 2024	SELL	$467.28 - $523.17 $3.74 Million - $4.19 Million	-8,007 Reduced 4.73%	161,388 $84.4 Billion
Q4 2023 Apr 15, 2024	BUY	$410.68 - $476.69 $69.6 Million - $80.7 Million	169,395 New	169,395 $80.5 Billion

Others Institutions Holding SPY

# of Institutions

5,190

Shares Held

643M

Call Options Held

380M

Put Options Held

723M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Concurrent Investment Advisors, LLC Spdr S&P 500 ETF Trust Transaction History