SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 61,798 Value ($000) $9,586 Avg Close Range
Q3 2025
Shares 48,734 Value ($000) $7,516 Avg Close Range
Q2 2025
Shares 48,814 Value ($000) $7,200 Avg Close Range
Q1 2025
Shares 52,391 Value ($000) $6,867 Avg Close Range
Q4 2024
Shares 41,639 Value ($000) $5,486 Avg Close Range
Q3 2024
Shares 34,129 Value ($000) $4,622 Avg Close Range
Q2 2024
Shares 29,866 Value ($000) $3,640 Avg Close Range
Q1 2024
Shares 26,950 Value ($000) $3,395 Avg Close Range
Q4 2023
Shares 21,818 Value ($000) $2,487 Avg Close Range