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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Concord Investment Counsel held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 58 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #41.

Concord Investment Counsel first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.95K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Concord Investment Counsel held 58 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.32K as of Q1 2026.
Concord Investment Counsel left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Concord Investment Counsel's portfolio in Q1 2026, its #41 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 3 quarters since.
Concord Investment Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.95K in Q3 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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