Concurrent Investment Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 77,355 shares of XLC stock, worth $7.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

77,355

Previous 69,769 10.87%

Holding current value

$7.3 Million

Previous $6.75 Billion 10.46%

% of portfolio

0.18%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$94.84 - $105.31 $719,456 - $798,881	7,586 Added 10.87%	77,355 $7.46 Billion
Q4 2024 Feb 03, 2025	BUY	$89.66 - $102.16 $679,443 - $774,168	7,578 Added 12.19%	69,769 $6.75 Billion
Q3 2024 Oct 30, 2024	SELL	$82.16 - $90.4 $1.98 Million - $2.18 Million	-24,095 Reduced 27.92%	62,191 $5.62 Billion
Q2 2024 Jul 30, 2024	BUY	$77.86 - $86.45 $601,857 - $668,258	7,730 Added 9.84%	86,286 $7.39 Billion
Q1 2024 May 07, 2024	BUY	$71.74 - $81.82 $38,093 - $43,446	531 Added 0.68%	78,556 $6.41 Billion
Q4 2023 Apr 15, 2024	BUY	$63.09 - $73.1 $4.92 Million - $5.7 Million	78,025 New	78,025 $5.67 Billion

Others Institutions Holding XLC

# of Institutions

1,185

Shares Held

185M

Call Options Held

3.62M

Put Options Held

4.64M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Select Sector Spdr Tr Communic Transaction History