Concurrent Investment Advisors, LLC's ownership history for SPY

Concurrent Investment Advisors, LLC currently holds 209.0K shares with a market value of $139.2M. It started holding SPY on 2024-09-30. At its peak, it held 209.0K shares on 2025-09-30. Its highest holding value was $139.2M on 2025-09-30. 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 increased its shares by 51.0K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 38.8K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $117.2K on 2024-09-30. At its peak, it held 2 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $117.2K on 2024-12-31. 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.

It has also owned 200 contracts of puts, with the market value of the underlying securities totaling $13.3M 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 113 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $6.3M on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 87 contracts. In the recent year, Concurrent Investment Advisors, LLC has increased its holdings by 208.9K contracts.