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

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

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 13,746 shares of XLB stock, worth $1.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,746

Previous 10,744 27.94%

Holding current value

$1.25 Million

Previous $949 Million 39.64%

% of portfolio

0.04%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

922

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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