SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 630 Value ($000) $74 Avg Close Range
Q3 2025
Shares 585 Value ($000) $69 Avg Close Range
Q2 2025
Shares 585 Value ($000) $63 Avg Close Range
Q1 2025
Shares 901 Value ($000) $87 Avg Close Range
Q4 2024
Shares 901 Value ($000) $87 Avg Close Range
Q3 2024
Shares 265 Value ($000) $24 Avg Close Range
Q2 2024
Shares 288 Value ($000) $25 Avg Close Range
Q1 2024
Shares 288 Value ($000) $24 Avg Close Range
Q4 2023
Shares 288 Value ($000) $21 Avg Close Range
Q3 2023
Shares 563 Value ($000) $37 Avg Close Range
Q2 2023
Shares 707 Value ($000) $46 Avg Close Range
Q1 2023
Shares 748 Value ($000) $43 Avg Close Range
Q4 2022
Shares 1,531 Value ($000) $73 Avg Close Range
Q2 2022
Shares 748 Value ($000) $41 Avg Close Range
Q1 2022
Shares 1,107 Value ($000) $76 Avg Close Range
Q4 2021
Shares 1,433 Value ($000) $111 Avg Close Range
Q3 2021
Shares 475 Value ($000) $38 Avg Close Range
Q2 2021
Shares 855 Value ($000) $69 Avg Close Range
Q1 2021
Shares 1,565 Value ($000) $115 Avg Close Range
Q4 2020
Shares 261 Value ($000) $18 Avg Close Range