Concord Investment Counsel’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.91K Buy
76
+18
+31% +$2.1K ﹤0.01% 50
2026
Q1
$6.32K Hold
58
﹤0.01% 41
2025
Q4
$6.93K Hold
58
﹤0.01% 40
2025
Q3
$6.95K Buy
+58
New +$6.64K ﹤0.01% 39

Other funds holding XLY

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

Concord Investment Counsel increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 31% in Q2 2026, buying an estimated $2.1K and bringing the position to 76 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #50.

Concord Investment Counsel first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Concord Investment Counsel held 76 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.91K as of Q2 2026.
  • Concord Investment Counsel bought 18 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Concord Investment Counsel's portfolio in Q2 2026, its #50 holding.
  • Concord Investment Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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