Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 99,836 shares of XLU stock, worth $9.17 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
99,836
Previous 72,642 37.44%
Holding current value
$9.17 Million
Previous $5.93 Billion 46.78%
% of portfolio
0.15%
Previous 0.11%

Shares

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

Oct 27, 2025
BUY
$81.14 - $87.32 $2.21 Million - $2.37 Million
27,194 Added 37.44%
99,836 $8.71 Billion
Q2 2025

Jul 25, 2025
SELL
$73.09 - $82.77 $737,039 - $834,652
-10,084 Reduced 12.19%
72,642 $5.93 Billion
Q1 2025

Apr 29, 2025
SELL
$74.7 - $80.27 $755,665 - $812,011
-10,116 Reduced 10.9%
82,726 $6.52 Billion
Q4 2024

Feb 03, 2025
SELL
$74.89 - $82.93 $5.68 Million - $6.29 Million
-75,798 Reduced 44.95%
92,842 $7.03 Billion
Q3 2024

Oct 30, 2024
BUY
$67.67 - $80.78 $730,497 - $872,020
10,795 Added 6.84%
168,640 $13.6 Billion
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $5.52 Million - $6.4 Million
87,865 Added 125.56%
157,845 $10.8 Billion
Q1 2024

May 07, 2024
BUY
$59.95 - $65.65 $1.64 Million - $1.79 Million
27,299 Added 63.96%
69,980 $4.59 Billion
Q4 2023

Apr 15, 2024
BUY
$56.19 - $65.96 $2.4 Million - $2.82 Million
42,681 New
42,681 $2.7 Billion

Others Institutions Holding XLU

# of Institutions
1,638
Shares Held
155M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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