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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

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

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Apple Call Option (AAPL)
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NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
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Dutch Bros Cl A (BROS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Concurrent Investment Advisors

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Brevan Howard Capital Management
Jpmorgan Chase & Co
Susquehanna International
Morgan Stanley
UBS Group
Goldman Sachs Group
Citigroup
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Barclays
Jane Street
Wells Fargo & Company
Millennium Management

View all funds holding Financial Select Sector SPDR