SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 174,758 Value ($000) $20,573 Avg Close Range
Q3 2025
Shares 94,855 Value ($000) $11,228 Avg Close Range
Q2 2025
Shares 97,421 Value ($000) $10,573 Avg Close Range
Q1 2025
Shares 77,355 Value ($000) $7,461 Avg Close Range
Q4 2024
Shares 69,769 Value ($000) $6,754 Avg Close Range
Q3 2024
Shares 62,191 Value ($000) $5,622 Avg Close Range
Q2 2024
Shares 86,286 Value ($000) $7,391 Avg Close Range
Q1 2024
Shares 78,556 Value ($000) $6,415 Avg Close Range
Q4 2023
Shares 78,025 Value ($000) $5,669 Avg Close Range