Consumer Discretionary SPDR shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 42k | 239.64 |
| 2025-06-30 | $9.3M | 43k | 217.33 |
| 2025-03-31 | $8.2M | 41k | 197.46 |
| 2024-12-31 | $8.2M | 37k | 224.35 |
| 2024-09-30 | $6.6M | 33k | 200.37 |
| 2024-06-30 | $6.0M | 33k | 182.40 |
| 2024-03-31 | $5.6M | 31k | 183.89 |
| 2023-12-31 | $5.5M | 31k | 178.81 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors