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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 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 11,450 shares of XLRE stock, worth $474,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,450
Previous 32,030 64.25%
Holding current value
$474,259
Previous $1.43 Billion 67.45%
% of portfolio
0.01%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
824
Shares Held
135M
Call Options Held
704K
Put Options Held
4.5M
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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