Concurrent Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.2M	Buy	200,281 +25,523	+15%	+$2.95M	0.24%	87
2025 Q4	$20.6M	Buy	174,758 +79,903	+84%	+$9.2M	0.24%	89
2025 Q3	$11.2M	Sell	94,855 -2,566	-3%	-$285K	0.19%	110
2025 Q2	$10.6M	Buy	97,421 +20,066	+26%	+$1.98M	0.21%	104
2025 Q1	$7.46M	Buy	77,355 +7,586	+11%	+$758K	0.18%	120
2024 Q4	$6.75M	Buy	69,769 +7,578	+12%	+$723K	0.18%	114
2024 Q3	$5.62M	Sell	62,191 -24,095	-28%	-$2.08M	0.17%	131
2024 Q2	$7.39M	Buy	86,286 +7,730	+10%	+$637K	0.24%	95
2024 Q1	$6.41M	Buy	78,556 +531	+0.7%	+$41.4K	0.26%	93
2023 Q4	$5.67M	Buy	+78,025	New	+$5.37M	0.27%	85