CIA
SPRX icon

Concurrent Investment Advisors’s Spear Alpha ETF SPRX Stock Holding History

Concurrent Investment Advisors’s Portfolio SPRX Stock Details SPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,375
Closed -$503K – 991
2023
Q4 		$503K Buy
+22,375
New +$419K 0.02% 496

Other funds holding SPRX

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Concurrent Investment Advisors's SPRX Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Spear Alpha ETF (SPRX) in Q1 2024, closing a stake of 22,375 shares — an estimated $503K sold.

Concurrent Investment Advisors first reported a position in SPRX in Q4 2023 and held it in 1 quarter. The position peaked at $503K in Q4 2023. 18 funds tracked by Wall St. Rank hold SPRX as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Spear Alpha ETF position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 22,375 Spear Alpha ETF shares in Q1 2024, an estimated $503K.
  • Concurrent Investment Advisors first reported a position in Spear Alpha ETF in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Spear Alpha ETF position peaked at $503K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.