CIA
Concurrent Investment Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Sell |
48,814
-3,577
| -7% | -$528K | 0.14% | 156 |
|
|
2025
Q1 | $6.87M | Buy |
52,391
+10,752
| +26% | +$1.41M | 0.17% | 130 |
|
|
2024
Q4 | $5.49M | Buy |
41,639
+7,510
| +22% | +$990K | 0.15% | 145 |
|
|
2024
Q3 | $4.62M | Buy |
34,129
+4,263
| +14% | +$577K | 0.14% | 157 |
|
|
2024
Q2 | $3.64M | Buy |
29,866
+2,916
| +11% | +$355K | 0.12% | 176 |
|
|
2024
Q1 | $3.39M | Buy |
26,950
+5,132
| +24% | +$646K | 0.14% | 161 |
|
|
2023
Q4 | $2.49M | Buy |
+21,818
| New | +$2.49M | 0.12% | 188 |
|