Concurrent Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 125,071 shares of XLV stock, worth $16.9 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
125,071
Previous 148,215 15.62%
Holding current value
$16.9 Million
Previous $21.6 Billion 22.1%
% of portfolio
0.33%
Previous 0.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$128.77 - $144.3 $2.98 Million - $3.34 Million
-23,144 Reduced 15.62%
125,071 $16.9 Billion
Q1 2025

Apr 29, 2025
BUY
$137.61 - $149.68 $4.36 Million - $4.75 Million
31,710 Added 27.22%
148,215 $21.6 Billion
Q4 2024

Feb 03, 2025
SELL
$136.28 - $154.74 $484,884 - $550,564
-3,558 Reduced 2.96%
116,505 $16 Billion
Q3 2024

Oct 30, 2024
SELL
$143.3 - $157.24 $158,489 - $173,907
-1,106 Reduced 0.91%
120,063 $18.5 Billion
Q2 2024

Jul 30, 2024
SELL
$138.43 - $147.09 $384,558 - $408,616
-2,778 Reduced 2.24%
121,169 $17.7 Billion
Q1 2024

May 07, 2024
BUY
$138.48 - $147.86 $1.32 Million - $1.4 Million
9,499 Added 8.3%
123,947 $18.3 Billion
Q4 2023

Apr 15, 2024
BUY
$123.14 - $136.38 $14.1 Million - $15.6 Million
114,448 New
114,448 $15.6 Billion

Others Institutions Holding XLV

# of Institutions
2,000
Shares Held
268M
Call Options Held
12.1M
Put Options Held
17.3M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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