Concurrent Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Concurrent Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-500	Closed	-$325K	–	2202
2026 Q1	$325K	Sell	500 -1,500	-75%	-$1.02M	﹤0.01%	1447
2025 Q4	$1.36M	Buy	+2,000	New	+$1.35M	0.02%	707
2025 Q1	–	Sell	-200	Closed	-$117K	–	1334
2024 Q4	$117K	Hold	200	–	–	﹤0.01%	1044
2024 Q3	$115K	Sell	200 -100	-33%	-$55.3K	﹤0.01%	996
2024 Q2	$163K	Hold	300	–	–	0.01%	899
2024 Q1	$157K	Buy	+300	New	+$149K	0.01%	830

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concurrent Investment Advisors's SPY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q2 2026, buying an estimated $32.1M and bringing the position to 234,947 shares worth $175M. The position accounts for 1.49% of the portfolio, ranked #5.

Concurrent Investment Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,650 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Concurrent Investment Advisors held 234,947 shares of State Street SPDR S&P 500 ETF Trust worth $175M as of Q2 2026.
Concurrent Investment Advisors bought 44,339 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $32.1M.
State Street SPDR S&P 500 ETF Trust made up 1.49% of Concurrent Investment Advisors's portfolio in Q2 2026, its #5 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.