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 122,713 shares of XLK stock, worth $29.1 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
122,713
Previous 117,186 4.72%
Holding current value
$29.1 Million
Previous $26.5 Billion 4.5%
% of portfolio
0.82%
Previous 0.87%

Shares

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

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.