Financial Select Sector SPDR shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 299k | 53.87 |
| 2025-06-30 | $15M | 280k | 52.37 |
| 2025-03-31 | $16M | 322k | 49.81 |
| 2024-12-31 | $14M | 289k | 48.33 |
| 2024-09-30 | $11M | 236k | 45.32 |
| 2024-06-30 | $7.7M | 186k | 41.11 |
| 2024-03-31 | $6.7M | 159k | 42.12 |
| 2023-12-31 | $5.4M | 143k | 37.60 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors