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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 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 31,609 shares of SPYD stock, worth $1.39 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,609

Previous 29,008 8.97%

Holding current value

$1.39 Million

Previous $1.28 Billion 4.49%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$38.81 - $44.28 $100,944 - $115,172	2,601 Added 8.97%	31,609 $1.34 Billion
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

50.3M

Call Options Held

102K

Put Options Held

32.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

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