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 34,129 shares of XLI stock, worth $4.57 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
34,129
Previous 200 16964.5%
Holding current value
$4.57 Million
Previous $24.4 Million 18864.82%
% of portfolio
0.14%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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