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Concurrent Investment Advisors, LLC → SPY
Concurrent Investment Advisors, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
16
Latest value
$1.1M
Q3 2026
Peak value
$210M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.3M |
| Q3 2025 | $139.2M |
| Q4 2025 | $157.5M |
| Q4 2025 | $9.8M |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.8M |
| Q1 2026 | $122.1M |
| Q1 2026 | $325K |
| Q1 2026 | $5M |
| Q2 2026 | $8.6M |
| Q2 2026 | $166.9M |
| Q2 2026 | $5.8M |
| Q3 2026 | $210M |
| Q3 2026 | $4.7M |
| Q3 2026 | $3.5M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 1.5K | — | — |
| Q3 2026 | $3.5M | 4.6K | — | — |
| Q3 2026 | $4.7M | 6.1K | — | — |
| Q3 2026 | $210M | 275.4K | — | — |
| Q2 2026 | $5.8M | 7.8K | — | — |
| Q2 2026 | $166.9M | 223.5K | — | — |
| Q2 2026 | $8.6M | 11.5K | — | — |
| Q1 2026 | $5M | 7.7K | — | — |
| Q1 2026 | $325K | 500 | — | — |
| Q1 2026 | $122.1M | 187.8K | — | — |
| Q1 2026 | $1.8M | 2.8K | — | — |
| Q4 2025 | $1.4M | 2.0K | — | — |
| Q4 2025 | $9.8M | 14.4K | — | — |
| Q4 2025 | $157.5M | 230.9K | — | — |
| Q3 2025 | $139.2M | 209.0K | — | — |
| Q3 2025 | $13.3M | 20.0K | — | — |
Other funds holding SPY
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$19.3B