Concurrent Investment Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 29,008 shares of SPYD stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,008
Previous 23,039 25.91%
Holding current value
$1.23 Million
Previous $996 Million 28.88%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$42.18 - $45.16 $251,772 - $269,560
5,969 Added 25.91%
29,008 $1.28 Billion
Q4 2024

Feb 03, 2025
BUY
$43.02 - $47.32 $104,151 - $114,561
2,421 Added 11.74%
23,039 $996 Million
Q3 2024

Oct 30, 2024
BUY
$39.95 - $45.86 $719 - $825
18 Added 0.09%
20,618 $941 Million
Q2 2024

Jul 30, 2024
BUY
$38.1 - $41.42 $1,714 - $1,863
45 Added 0.22%
20,600 $829 Million
Q4 2023

Apr 15, 2024
BUY
$33.0 - $39.88 $678,315 - $819,733
20,555 New
20,555 $806 Million

Others Institutions Holding SPYD

# of Institutions
515
Shares Held
50.2M
Call Options Held
102K
Put Options Held
32.1K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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