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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 83,242 shares of XLV stock, worth $12.6 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

83,242

Previous 125,071 33.44%

Holding current value

$12.6 Million

Previous $16.9 Billion 31.28%

% of portfolio

0.2%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$129.01 - $139.72 $5.4 Million - $5.84 Million	-41,829 Reduced 33.44%	83,242 $11.6 Billion
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

1,963

Shares Held

194M

Call Options Held

13.9M

Put Options Held

22.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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