Concurrent Investment Advisors’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Sell
2025 Q1	$345K	Hold
2024 Q4	$344K	Sell
2024 Q3	$441K	Sell
2024 Q2	$498K	Sell
2024 Q1	$581K	Sell
2023 Q4	$4.48M	Buy