Concurrent Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.6M	Sell
2025 Q1	$16M	Buy
2024 Q4	$14M	Buy
2024 Q3	$10.7M	Buy
2024 Q2	$7.66M	Buy
2024 Q1	$6.71M	Buy
2023 Q4	$5.38M	Buy