Concurrent Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,444 shares of XLY stock, worth $8.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

41,444

Previous 36,660 13.05%

Holding current value

$8.18 Million

Previous $8.22 Billion 0.5%

% of portfolio

0.2%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$192.6 - $233.2 $921,398 - $1.12 Million	4,784 Added 13.05%	41,444 $8.18 Billion
Q4 2024 Feb 03, 2025	BUY	$194.8 - $239.43 $734,201 - $902,411	3,769 Added 11.46%	36,660 $8.22 Billion
Q3 2024 Oct 30, 2024	SELL	$170.05 - $200.86 $22,446 - $26,513	-132 Reduced 0.4%	32,891 $6.59 Billion
Q2 2024 Jul 30, 2024	BUY	$169.76 - $184.45 $396,729 - $431,059	2,337 Added 7.62%	33,023 $6.02 Billion
Q1 2024 May 07, 2024	BUY	$170.9 - $185.02 $9,741 - $10,546	57 Added 0.19%	30,686 $5.64 Billion
Q4 2023 Apr 15, 2024	BUY	$148.04 - $181.41 $4.53 Million - $5.56 Million	30,629 New	30,629 $5.48 Billion

Others Institutions Holding XLY

# of Institutions

1,432

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History