Concurrent Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 146,137 shares of XLP stock, worth $11.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

146,137

Previous 145,543 0.41%

Holding current value

$11.1 Million

Previous $11.9 Billion 0.45%

% of portfolio

0.23%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	N/A	594 Added 0.41%	146,137 $11.8 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	38,001 Added 35.34%	145,543 $11.9 Billion
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

1,393

Shares Held

180M

Call Options Held

7.22M

Put Options Held

11.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
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Concurrent Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History