Concurrent Investment Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2001015
Tampa, FL
Position in XLB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,072,405
+$2,464,023 QoQ
Shares Held
81,497
+129.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,072,405 | 81,497 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,608,382 | 35,466 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,206,554 | 13,463 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,063,554 | 12,112 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,119,889 | 13,025 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,167,779 | 13,879 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,324,839 | 13,746 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $948,802 | 10,744 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $501,884 | 5,403 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $519,826 | 6,077 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||