CIA
Concurrent Investment Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
95,030
+29,397
| +45% | +$2.14M | 0.13% | 165 |
|
|
2025
Q1 | $4.32M | Sell |
65,633
-93,453
| -59% | -$6.15M | 0.1% | 209 |
|
|
2024
Q4 | $11M | Buy |
159,086
+37,968
| +31% | +$2.62M | 0.3% | 74 |
|
|
2024
Q3 | $8.18M | Sell |
121,118
-9,089
| -7% | -$614K | 0.24% | 92 |
|
|
2024
Q2 | $8.33M | Buy |
130,207
+7,085
| +6% | +$453K | 0.27% | 83 |
|
|
2024
Q1 | $7.58M | Buy |
123,122
+20,385
| +20% | +$1.25M | 0.31% | 74 |
|
|
2023
Q4 | $5.74M | Buy |
+102,737
| New | +$5.74M | 0.27% | 82 |
|