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Consumer Staples Select Sect. SPDR shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. 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 Consumer Staples Select Sect. SPDR by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.8M 106k 83.00
2024-06-30 $7.1M 93k 76.58
2024-03-31 $6.8M 89k 76.36
2023-12-31 $9.6M 133k 72.03

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
Barclays
Morgan Stanley
Citadel Advisors
Jpmorgan Chase & Co
Susquehanna International
Envestnet Asset Management
Twin Tree Management
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Raymond James & Associates
LPL Financial
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Consumer Staples Select Sect. SPDR