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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

Tip: Access up to 7 years of quarterly data

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
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

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf