Concord Investment Counsel’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.42M Sell
53,858
-689
-1% -$58K 1.49% 24
2025
Q4
$4.24M Sell
54,547
-1,629
-3% -$127K 1.38% 24
2025
Q3
$4.4M Buy
+56,176
New +$4.54M 1.4% 20
2024
Q1
$10M Buy
+131,407
New +$9.72M 3.62% 10

Other funds holding XLP

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

Concord Investment Counsel reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.3% in Q1 2026, selling an estimated $58K and leaving 53,858 shares worth $4.42M. The position accounts for 1.49% of the portfolio, ranked #24.

Concord Investment Counsel first reported a position in XLP in Q1 2024 and has held it in 4 quarters since. The position peaked at $10M in Q1 2024. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Concord Investment Counsel held 53,858 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.42M as of Q1 2026.
  • Concord Investment Counsel sold 689 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $58K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.49% of Concord Investment Counsel's portfolio in Q1 2026, its #24 holding.
  • Concord Investment Counsel first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10M in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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