Concurrent Investment Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.2M	Sell
2025 Q1	$6.87M	Buy
2024 Q4	$5.49M	Buy
2024 Q3	$4.62M	Buy
2024 Q2	$3.64M	Buy
2024 Q1	$3.39M	Buy
2023 Q4	$2.49M	Buy