Concurrent Investment Advisors, LLC Spdr Portfolio Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 301,335 shares of SPYG stock, worth $31.3 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

301,335

Previous 284,256 6.01%

Holding current value

$31.3 Million

Previous $27.1 Billion 16.23%

% of portfolio

0.54%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$94.33 - $105.31 $1.61 Million - $1.8 Million	17,079 Added 6.01%	301,335 $31.5 Billion
Q2 2025 Jul 25, 2025	BUY	$71.83 - $95.32 $1.79 Million - $2.37 Million	24,877 Added 9.59%	284,256 $27.1 Billion
Q1 2025 Apr 29, 2025	BUY	$80.05 - $92.39 $1.77 Million - $2.04 Million	22,063 Added 9.3%	259,379 $20.8 Billion
Q4 2024 Feb 03, 2025	BUY	$81.74 - $91.38 $3.36 Million - $3.76 Million	41,113 Added 20.95%	237,316 $20.9 Billion
Q3 2024 Oct 30, 2024	BUY	$73.38 - $84.1 $614,043 - $703,748	8,368 Added 4.45%	196,203 $16.3 Billion
Q2 2024 Jul 30, 2024	BUY	$68.71 - $80.95 $37,996 - $44,765	553 Added 0.3%	187,835 $15.1 Billion
Q1 2024 May 07, 2024	SELL	$63.12 - $73.73 $281,199 - $328,467	-4,455 Reduced 2.32%	187,282 $13.7 Billion
Q4 2023 Apr 15, 2024	BUY	$57.02 - $65.3 $10.9 Million - $12.5 Million	191,737 New	191,737 $12.5 Billion

Others Institutions Holding SPYG

# of Institutions

1,349

Shares Held

319M

Call Options Held

342K

Put Options Held

167K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Concurrent Investment Advisors, LLC Spdr Portfolio Transaction History