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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

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 9,915 shares of XLRE stock, worth $414,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,915
Previous 11,314 12.37%
Holding current value
$414,149
Previous $469 Million 10.86%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$40.94 - $42.85 $57,275 - $59,947
-1,399 Reduced 12.37%
9,915 $418 Million
Q2 2025

Jul 25, 2025
SELL
$37.08 - $42.26 $46,980 - $53,543
-1,267 Reduced 10.07%
11,314 $469 Million
Q1 2025

Apr 29, 2025
BUY
$39.18 - $43.52 $44,312 - $49,221
1,131 Added 9.88%
12,581 $527 Million
Q4 2024

Feb 03, 2025
SELL
$40.06 - $45.21 $824,434 - $930,421
-20,580 Reduced 64.25%
11,450 $466 Million
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
831
Shares Held
142M
Call Options Held
489K
Put Options Held
2.05M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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