Concurrent Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 154,015 shares of SPYV stock, worth $7.99 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
154,015
Previous 74,125 107.78%
Holding current value
$7.99 Million
Previous $3.61 Billion 125.34%
% of portfolio
0.24%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$48.51 - $52.86 $3.88 Million - $4.22 Million
79,890 Added 107.78%
154,015 $8.14 Billion
Q2 2024

Jul 30, 2024
SELL
$47.37 - $50.09 $1.49 Million - $1.58 Million
-31,450 Reduced 29.79%
74,125 $3.61 Billion
Q1 2024

May 07, 2024
BUY
$45.88 - $50.1 $584,144 - $637,873
12,732 Added 13.71%
105,575 $5.29 Billion
Q4 2023

Apr 15, 2024
BUY
$39.63 - $46.73 $3.68 Million - $4.34 Million
92,843 New
92,843 $4.33 Billion

Others Institutions Holding SPYV

# of Institutions
1,012
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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