Spdr S&p 500 Etf shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $153M | 229k | 666.18 |
| 2025-06-30 | $134M | 217k | 617.85 |
| 2025-03-31 | $95M | 169k | 559.39 |
| 2024-12-31 | $112M | 190k | 586.08 |
| 2024-09-30 | $104M | 182k | 573.76 |
| 2024-06-30 | $91M | 167k | 544.22 |
| 2024-03-31 | $85M | 163k | 523.07 |
| 2023-12-31 | $81M | 170k | 475.31 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors