Utilities SPDR shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 100k | 87.21 |
| 2025-06-30 | $5.9M | 73k | 81.66 |
| 2025-03-31 | $6.5M | 83k | 78.85 |
| 2024-12-31 | $7.0M | 93k | 75.69 |
| 2024-09-30 | $14M | 169k | 80.78 |
| 2024-06-30 | $11M | 158k | 68.14 |
| 2024-03-31 | $4.6M | 70k | 65.65 |
| 2023-12-31 | $2.7M | 43k | 63.33 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors