Concurrent Investment Advisors, LLC's ownership history for SPY

Concurrent Investment Advisors, LLC currently holds 190.6K shares with a market value of $124.0M. It started holding SPY on 2024-09-30. At its peak, it held 245.3K shares on 2025-12-31. Its highest holding value was $167.3M on 2025-12-31. At its lowest, it held 158.0K shares on 2025-03-31, with a value of $88.4M on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 18.4K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 32.6K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $325.2K on 2024-09-30. At its peak, it held 20 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.4M on 2025-12-31. At its lowest, it held 2 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $114.8K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 3 contracts.

It has also owned 77 contracts of puts, with the market value of the underlying securities totaling $5.0M on 2024-09-30. At its peak, it held 200 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $13.3M on 2025-09-30. At its lowest, it held 77 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $5.0M on 2026-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its holdings by 60 contracts. In the recent year, Concurrent Investment Advisors, LLC has increased its holdings by 190.5K contracts.