CIA
Concurrent Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
279,511
-42,366
| -13% | -$2.22M | 0.28% | 77 |
|
|
2025
Q1 | $16M | Buy |
321,877
+32,792
| +11% | +$1.63M | 0.39% | 50 |
|
|
2024
Q4 | $14M | Buy |
289,085
+53,499
| +23% | +$2.59M | 0.38% | 54 |
|
|
2024
Q3 | $10.7M | Buy |
235,586
+49,362
| +27% | +$2.24M | 0.32% | 77 |
|
|
2024
Q2 | $7.66M | Buy |
186,224
+27,023
| +17% | +$1.11M | 0.25% | 92 |
|
|
2024
Q1 | $6.71M | Buy |
159,201
+16,220
| +11% | +$683K | 0.27% | 87 |
|
|
2023
Q4 | $5.38M | Buy |
+142,981
| New | +$5.38M | 0.25% | 89 |
|