Concord Investment Counsel’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Concord Investment Counsel’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5M	Buy	137,693 +133	+0.1%	+$23.1K	6.96%	2
2026 Q1	$22.2M	Sell	137,560 -1,541	-1%	-$259K	7.49%	2
2025 Q4	$21.6M	Sell	139,101 -2,633	-2%	-$405K	7.01%	5
2025 Q3	$21.9M	Buy	+141,734	New	+$21.5M	6.94%	4
2024 Q1	$23.1M	Buy	+183,702	New	+$21.6M	8.35%	3

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Concord Investment Counsel's XLI Position: Q2 2026 in Review

Concord Investment Counsel increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 137,693 shares worth $25.5M. The position accounts for 6.96% of the portfolio, ranked #2.

Concord Investment Counsel first reported a position in XLI in Q1 2024 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Concord Investment Counsel held 137,693 shares of State Street Industrial Select Sector SPDR ETF worth $25.5M as of Q2 2026.
Concord Investment Counsel bought 133 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.1K.
State Street Industrial Select Sector SPDR ETF made up 6.96% of Concord Investment Counsel's portfolio in Q2 2026, its #2 holding.
Concord Investment Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.