Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 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 82,726 shares of XLU stock, worth $6.78 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

82,726

Previous 92,842 10.9%

Holding current value

$6.78 Million

Previous $7.03 Billion 7.18%

% of portfolio

0.16%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History