Concord Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Concord Investment Counsel's XLE Position: Q2 2026 in Review
Concord Investment Counsel reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.85% in Q2 2026, selling an estimated $117K and leaving 238,584 shares worth $12.7M. The position accounts for 3.46% of the portfolio, ranked #9.
Concord Investment Counsel first reported a position in XLE in Q1 2024 and has held it in 5 quarters since. The position peaked at $14.7M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Concord Investment Counsel held 238,584 shares of State Street Energy Select Sector SPDR ETF worth $12.7M as of Q2 2026.
- Concord Investment Counsel sold 2,049 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $117K.
- State Street Energy Select Sector SPDR ETF made up 3.46% of Concord Investment Counsel's portfolio in Q2 2026, its #9 holding.
- Concord Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
- Concord Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $14.7M in Q1 2026.
- 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.