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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concurrent Investment Advisors's SPY Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q1 2026, selling an estimated $37.2M and leaving 190,608 shares worth $124M. The position accounts for 1.35% of the portfolio, ranked #8.

Concurrent Investment Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $167M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Concurrent Investment Advisors held 190,608 shares of State Street SPDR S&P 500 ETF Trust worth $124M as of Q1 2026.
Concurrent Investment Advisors sold 54,703 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $37.2M.
State Street SPDR S&P 500 ETF Trust made up 1.35% of Concurrent Investment Advisors's portfolio in Q1 2026, its #8 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 10 quarters since.
Concurrent Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $167M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.