Concurrent Investment Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Sell
2025 Q1	$527K	Buy
2024 Q4	$466K	Sell
2024 Q3	$1.43M	Buy
2024 Q2	$475K	Sell
2024 Q1	$526K	Sell
2023 Q4	$623K	Buy