CIA
Concurrent Investment Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
146,137
+594
| +0.4% | +$48.1K | 0.23% | 95 |
|
|
2025
Q1 | $11.9M | Buy |
145,543
+38,001
| +35% | +$3.1M | 0.29% | 79 |
|
|
2024
Q4 | $8.45M | Buy |
107,542
+1,197
| +1% | +$94.1K | 0.23% | 98 |
|
|
2024
Q3 | $8.83M | Buy |
106,345
+13,208
| +14% | +$1.1M | 0.26% | 86 |
|
|
2024
Q2 | $7.13M | Buy |
93,137
+4,550
| +5% | +$348K | 0.23% | 97 |
|
|
2024
Q1 | $6.76M | Sell |
88,587
-44,542
| -33% | -$3.4M | 0.27% | 85 |
|
|
2023
Q4 | $9.59M | Buy |
+133,129
| New | +$9.59M | 0.45% | 49 |
|