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

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 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 148,215 shares of XLV stock, worth $20.8 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

148,215

Previous 116,505 27.22%

Holding current value

$20.8 Million

Previous $16 Billion 35.02%

% of portfolio

0.53%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,013

Shares Held

205M

Call Options Held

13.1M

Put Options Held

19.4M

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