Concurrent Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,030 shares of XLRE stock, worth $1.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,030

Previous 12,378 158.77%

Holding current value

$1.31 Million

Previous $475 Million 200.95%

% of portfolio

0.04%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$38.04 - $45.36 $747,562 - $891,414	19,652 Added 158.77%	32,030 $1.43 Billion
Q2 2024 Jul 30, 2024	SELL	$35.73 - $39.2 $32,871 - $36,064	-920 Reduced 6.92%	12,378 $475 Million
Q1 2024 May 07, 2024	SELL	$37.55 - $40.43 $84,825 - $91,331	-2,259 Reduced 14.52%	13,298 $526 Million
Q4 2023 Apr 15, 2024	BUY	$32.19 - $40.5 $500,779 - $630,058	15,557 New	15,557 $623 Million

Others Institutions Holding XLRE

# of Institutions

823

Shares Held

141M

Call Options Held

704K

Put Options Held

4.5M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Concurrent Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History