SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 465 Value ($000) $72 Avg Close Range
Q3 2025
Shares 50 Value ($000) $8 Avg Close Range
Q2 2025
Shares 50 Value ($000) $7 Avg Close Range
Q1 2025
Shares 50 Value ($000) $7 Avg Close Range
Q4 2024
Shares 91 Value ($000) $12 Avg Close Range
Q3 2024
Shares 91 Value ($000) $12 Avg Close Range
Q2 2024
Shares 105 Value ($000) $13 Avg Close Range
Q1 2024
Shares 105 Value ($000) $13 Avg Close Range
Q4 2023
Shares 105 Value ($000) $12 Avg Close Range
Q3 2023
Shares 281 Value ($000) $28 Avg Close Range
Q2 2023
Shares 281 Value ($000) $30 Avg Close Range
Q1 2023
Shares 281 Value ($000) $28 Avg Close Range
Q4 2022
Shares 329 Value ($000) $32 Avg Close Range
Q2 2022
Shares 281 Value ($000) $25 Avg Close Range
Q1 2022
Shares 281 Value ($000) $29 Avg Close Range
Q4 2021
Shares 281 Value ($000) $30 Avg Close Range
Q3 2021
Shares 281 Value ($000) $27 Avg Close Range
Q2 2021
Shares 349 Value ($000) $36 Avg Close Range
Q1 2021
Shares 349 Value ($000) $34 Avg Close Range
Q4 2020
Shares 193 Value ($000) $17 Avg Close Range