Concurrent Investment Advisors, LLC Technology Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 145,348 shares of XLK stock, worth $38.1 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

145,348

Previous 146,989 1.12%

Holding current value

$38.1 Million

Previous $30.4 Billion 21.27%

% of portfolio

0.71%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$179.73 - $253.23 $294,936 - $415,550	-1,641 Reduced 1.12%	145,348 $36.8 Billion
Q1 2025 Apr 29, 2025	BUY	$206.38 - $242.18 $4.82 Million - $5.65 Million	23,332 Added 18.87%	146,989 $30.4 Billion
Q4 2024 Feb 03, 2025	BUY	$220.26 - $241.44 $207,925 - $227,919	944 Added 0.77%	123,657 $28.8 Billion
Q3 2024 Oct 30, 2024	BUY	$197.34 - $237.68 $1.09 Million - $1.31 Million	5,527 Added 4.72%	122,713 $27.7 Billion
Q2 2024 Jul 30, 2024	BUY	$192.53 - $231.41 $1.13 Million - $1.36 Million	5,864 Added 5.27%	117,186 $26.5 Billion
Q1 2024 May 07, 2024	BUY	$184.12 - $211.02 $1.48 Million - $1.7 Million	8,049 Added 7.79%	111,322 $23.2 Billion
Q4 2023 Apr 15, 2024	BUY	$160.19 - $193.07 $16.5 Million - $19.9 Million	103,273 New	103,273 $19.9 Billion

Others Institutions Holding XLK

# of Institutions

2,450

Shares Held

279M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Concurrent Investment Advisors, LLC Technology Sector Spdr Transaction History