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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.5M Sell
60,531
-72
-0.1% -$12.3K 3.15% 13
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

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

Concord Investment Counsel reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, selling an estimated $12.3K and leaving 60,531 shares worth $11.5M. The position accounts for 3.15% of the portfolio, ranked #13.

Concord Investment Counsel first reported a position in XLK in Q1 2024 and has held it in 5 quarters since. 2,669 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Concord Investment Counsel held 60,531 shares of State Street Technology Select Sector SPDR ETF worth $11.5M as of Q2 2026.
  • Concord Investment Counsel sold 72 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.3K.
  • State Street Technology Select Sector SPDR ETF made up 3.15% of Concord Investment Counsel's portfolio in Q2 2026, its #13 holding.
  • Concord Investment Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,669 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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