Concurrent Investment Advisors, LLC Select Sector Spdr Fd Material Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,025 shares of XLB stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,025

Previous 13,879 6.15%

Holding current value

$1.12 Million

Previous $1.17 Billion 4.1%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$83.19 - $90.99 $71,044 - $77,705	-854 Reduced 6.15%	13,025 $1.12 Billion
Q4 2024 Feb 03, 2025	BUY	$83.8 - $97.58 $11,145 - $12,978	133 Added 0.97%	13,879 $1.17 Billion
Q3 2024 Oct 30, 2024	BUY	$86.95 - $97.09 $261,023 - $291,464	3,002 Added 27.94%	13,746 $1.32 Billion
Q2 2024 Jul 30, 2024	BUY	$88.28 - $93.06 $471,503 - $497,033	5,341 Added 98.85%	10,744 $949 Million
Q1 2024 May 07, 2024	SELL	$80.98 - $92.89 $54,580 - $62,607	-674 Reduced 11.09%	5,403 $502 Million
Q4 2023 Apr 15, 2024	BUY	$74.46 - $86.21 $452,493 - $523,898	6,077 New	6,077 $520 Million

Others Institutions Holding XLB

# of Institutions

931

Shares Held

60.6M

Call Options Held

11M

Put Options Held

14.5M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Select Sector Spdr Fd Material Transaction History