Concurrent Investment Advisors, LLC Financial Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 321,877 shares of XLF stock, worth $15.7 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

321,877

Previous 289,085 11.34%

Holding current value

$15.7 Million

Previous $14 Billion 14.75%

% of portfolio

0.39%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$47.32 - $52.19 $1.55 Million - $1.71 Million	32,792 Added 11.34%	321,877 $16 Billion
Q4 2024 Feb 03, 2025	BUY	$44.89 - $51.34 $2.4 Million - $2.75 Million	53,499 Added 22.71%	289,085 $14 Billion
Q3 2024 Oct 30, 2024	BUY	$40.84 - $45.74 $2.02 Million - $2.26 Million	49,362 Added 26.51%	235,586 $10.7 Billion
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $1.07 Million - $1.15 Million	27,023 Added 16.97%	186,224 $7.66 Billion
Q1 2024 May 07, 2024	BUY	$37.27 - $42.12 $604,519 - $683,186	16,220 Added 11.34%	159,201 $6.71 Billion
Q4 2023 Apr 15, 2024	BUY	$31.45 - $37.72 $4.5 Million - $5.39 Million	142,981 New	142,981 $5.38 Billion

Others Institutions Holding XLF

# of Institutions

2,088

Shares Held

772M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Concurrent Investment Advisors, LLC Financial Sector Spdr Transaction History