Concord Investment Counsel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.05M	Sell	60,603 -595	-1%	-$83.8K	2.71%	15
2025 Q4	$8.81M	Sell	61,198 -1,742	-3%	-$252K	2.86%	12
2025 Q3	$8.87M	Buy	+62,940	New	+$8.34M	2.82%	13
2024 Q1	$6.77M	Buy	+64,972	New	+$6.57M	2.44%	14

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concord Investment Counsel's XLK Position: Q1 2026 in Review

Concord Investment Counsel reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.97% in Q1 2026, selling an estimated $83.8K and leaving 60,603 shares worth $8.05M. The position accounts for 2.71% of the portfolio, ranked #15.

Concord Investment Counsel first reported a position in XLK in Q1 2024 and has held it in 4 quarters since. The position peaked at $8.87M in Q3 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Concord Investment Counsel held 60,603 shares of State Street Technology Select Sector SPDR ETF worth $8.05M as of Q1 2026.
Concord Investment Counsel sold 595 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $83.8K.
State Street Technology Select Sector SPDR ETF made up 2.71% of Concord Investment Counsel's portfolio in Q1 2026, its #15 holding.
Concord Investment Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
Concord Investment Counsel's State Street Technology Select Sector SPDR ETF position peaked at $8.87M in Q3 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.