Concurrent Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.2M	Sell
2025 Q2	$9.26M	Buy
2025 Q1	$8.18M	Buy
2024 Q4	$8.22M	Buy
2024 Q3	$6.59M	Sell
2024 Q2	$6.02M	Buy
2024 Q1	$5.64M	Buy
2023 Q4	$5.48M	Buy