Concurrent Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.9M Sell
185,606
-14,675
-7% -$1.67M 0.17% 124
2026
Q1
$22.2M Buy
200,281
+25,523
+15% +$2.95M 0.24% 87
2025
Q4
$20.6M Buy
174,758
+79,903
+84% +$9.2M 0.23% 89
2025
Q3
$11.2M Sell
94,855
-2,566
-3% -$285K 0.19% 110
2025
Q2
$10.6M Buy
97,421
+20,066
+26% +$1.98M 0.2% 104
2025
Q1
$7.46M Buy
77,355
+7,586
+11% +$758K 0.18% 120
2024
Q4
$6.75M Buy
69,769
+7,578
+12% +$723K 0.18% 114
2024
Q3
$5.62M Sell
62,191
-24,095
-28% -$2.08M 0.17% 131
2024
Q2
$7.39M Buy
86,286
+7,730
+10% +$637K 0.24% 95
2024
Q1
$6.41M Buy
78,556
+531
+0.7% +$41.4K 0.26% 93
2023
Q4
$5.67M Buy
+78,025
New +$5.37M 0.27% 85

Other funds holding XLC

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

Concurrent Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.3% in Q2 2026, selling an estimated $1.67M and leaving 185,606 shares worth $19.9M. The position accounts for 0.17% of the portfolio, ranked #124.

Concurrent Investment Advisors first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.2M in Q1 2026. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Concurrent Investment Advisors held 185,606 shares of State Street Communication Services Select Sector SPDR ETF worth $19.9M as of Q2 2026.
  • Concurrent Investment Advisors sold 14,675 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.67M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Concurrent Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $22.2M in Q1 2026.
  • 1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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