Concurrent Investment Advisors, LLC Industrial Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,639 shares of XLI stock, worth $5.76 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
41,639
Previous 34,129 22.0%
Holding current value
$5.76 Million
Previous $4.62 Billion 18.69%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$131.76 - $143.99 $989,517 - $1.08 Million
7,510 Added 22.0%
41,639 $5.49 Billion
Q3 2024

Oct 30, 2024
BUY
$120.56 - $135.44 $513,947 - $577,380
4,263 Added 14.27%
34,129 $4.62 Billion
Q2 2024

Jul 30, 2024
BUY
$120.47 - $125.94 $351,290 - $367,241
2,916 Added 10.82%
29,866 $3.64 Billion
Q1 2024

May 07, 2024
BUY
$110.23 - $125.96 $565,700 - $646,426
5,132 Added 23.52%
26,950 $3.39 Billion
Q4 2023

Apr 15, 2024
BUY
$96.44 - $114.13 $2.1 Million - $2.49 Million
21,818 New
21,818 $2.49 Billion

Others Institutions Holding XLI

# of Institutions
1,468
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.2M
View Full List

About INDUSTRIAL SECTOR SPDR

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