Concurrent Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 107,542 shares of XLP stock, worth $8.18 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
107,542
Previous 106,345 1.13%
Holding current value
$8.18 Million
Previous $8.83 Billion 4.22%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Feb 03, 2025
BUY
N/A
1,197 Added 1.13%
107,542 $8.45 Billion
Q3 2024

Oct 30, 2024
BUY
$76.04 - $76.04 $1 Million - $1 Million
13,208 Added 14.18%
106,345 $8.83 Billion
Q2 2024

Jul 30, 2024
BUY
$73.08 - $78.4 $332,514 - $356,720
4,550 Added 5.14%
93,137 $7.13 Billion
Q1 2024

May 07, 2024
SELL
$71.59 - $76.36 $3.19 Million - $3.4 Million
-44,542 Reduced 33.46%
88,587 $6.76 Billion
Q4 2023

Apr 15, 2024
BUY
$66.22 - $72.3 $8.82 Million - $9.63 Million
133,129 New
133,129 $9.59 Billion

Others Institutions Holding XLP

# of Institutions
1,347
Shares Held
169M
Call Options Held
13.8M
Put Options Held
18.8M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email