Concurrent Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.73M Buy
132,411
+50,914
+62% +$2.61M 0.06% 361
2026
Q1
$4.07M Buy
81,497
+46,031
+130% +$2.31M 0.04% 403
2025
Q4
$1.61M Buy
35,466
+8,540
+32% +$377K 0.02% 650
2025
Q3
$1.21M Buy
26,926
+2,702
+11% +$122K 0.02% 598
2025
Q2
$1.06M Sell
24,224
-1,826
-7% -$77.4K 0.02% 578
2025
Q1
$1.12M Sell
26,050
-1,708
-6% -$74.6K 0.03% 519
2024
Q4
$1.17M Buy
27,758
+266
+1% +$12.3K 0.03% 454
2024
Q3
$1.32M Buy
27,492
+6,004
+28% +$274K 0.04% 406
2024
Q2
$949K Buy
21,488
+10,682
+99% +$483K 0.03% 444
2024
Q1
$502K Sell
10,806
-1,348
-11% -$58K 0.02% 550
2023
Q4
$520K Buy
+12,154
New +$486K 0.02% 488

Other funds holding XLB

Concurrent Investment Advisors's XLB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 62% in Q2 2026, buying an estimated $2.61M and bringing the position to 132,411 shares worth $6.73M. The position accounts for 0.06% of the portfolio, ranked #361.

Concurrent Investment Advisors first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Concurrent Investment Advisors held 132,411 shares of State Street Materials Select Sector SPDR ETF worth $6.73M as of Q2 2026.
  • Concurrent Investment Advisors bought 50,914 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $2.61M.
  • State Street Materials Select Sector SPDR ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #361 holding.
  • Concurrent Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.