Materials SPDR shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Materials SPDR
Tip: Access up to 7 years of quarterly data
All positions including Materials SPDR held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Materials SPDR by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $6.7M | 132k | 50.83 |
| 2026-03-31 | $4.1M | 82k | 49.94 |
| 2025-12-31 | $1.6M | 36k | 45.35 |
| 2025-09-30 | $1.2M | 14k | 89.62 |
| 2025-06-30 | $1.1M | 12k | 87.81 |
| 2025-03-31 | $1.1M | 13k | 85.98 |
| 2024-12-31 | $1.2M | 14k | 84.14 |
| 2024-09-30 | $1.3M | 14k | 96.38 |
| 2024-06-30 | $949k | 11k | 88.31 |
| 2024-03-31 | $502k | 5.4k | 92.88 |
| 2023-12-31 | $520k | 6.1k | 85.53 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors