CIA
Concurrent Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.26M | Buy |
42,603
+1,159
| +3% | +$252K | 0.18% | 122 |
|
|
2025
Q1 | $8.18M | Buy |
41,444
+4,784
| +13% | +$945K | 0.2% | 111 |
|
|
2024
Q4 | $8.22M | Buy |
36,660
+3,769
| +11% | +$846K | 0.22% | 99 |
|
|
2024
Q3 | $6.59M | Sell |
32,891
-132
| -0.4% | -$26.4K | 0.19% | 111 |
|
|
2024
Q2 | $6.02M | Buy |
33,023
+2,337
| +8% | +$426K | 0.2% | 115 |
|
|
2024
Q1 | $5.64M | Buy |
30,686
+57
| +0.2% | +$10.5K | 0.23% | 101 |
|
|
2023
Q4 | $5.48M | Buy |
+30,629
| New | +$5.48M | 0.26% | 88 |
|