Concord Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
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Other funds holding XLE
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Concord Investment Counsel's XLE Position: Q1 2026 in Review
Concord Investment Counsel increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q1 2026, buying an estimated $3.23M and bringing the position to 240,633 shares worth $14.7M. The position accounts for 4.96% of the portfolio, ranked #6.
Concord Investment Counsel first reported a position in XLE in Q1 2024 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- Concord Investment Counsel held 240,633 shares of State Street Energy Select Sector SPDR ETF worth $14.7M as of Q1 2026.
- Concord Investment Counsel bought 60,213 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.23M.
- State Street Energy Select Sector SPDR ETF made up 4.96% of Concord Investment Counsel's portfolio in Q1 2026, its #6 holding.
- Concord Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
- 2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.