Concurrent Investment Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.21M	Buy
2025 Q2	$1.06M	Sell
2025 Q1	$1.12M	Sell
2024 Q4	$1.17M	Buy
2024 Q3	$1.32M	Buy
2024 Q2	$949K	Buy
2024 Q1	$502K	Sell
2023 Q4	$520K	Buy