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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.7M	Buy
2025 Q2	$6.91M	Buy
2025 Q1	$4.32M	Sell
2024 Q4	$11M	Buy
2024 Q3	$8.18M	Sell
2024 Q2	$8.33M	Buy
2024 Q1	$7.58M	Buy
2023 Q4	$5.74M	Buy