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Concurrent Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Concurrent Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Buy
321,857
+209,075
+185% +$11.2M 0.22% 100
2025
Q4 		$5.04M Buy
112,782
+7,578
+7% +$337K 0.06% 325
2025
Q3 		$4.7M Sell
105,204
-10,236
-9% -$448K 0.08% 256
2025
Q2 		$4.9M Sell
115,440
-6,502
-5% -$271K 0.1% 225
2025
Q1 		$5.7M Sell
121,942
-13,734
-10% -$619K 0.14% 159
2024
Q4 		$5.81M Buy
135,676
+20,926
+18% +$951K 0.16% 138
2024
Q3 		$5.04M Sell
114,750
-189,528
-62% -$8.47M 0.15% 144
2024
Q2 		$13.9M Sell
304,278
-111,688
-27% -$5.2M 0.46% 47
2024
Q1 		$19.6M Buy
415,966
+11,066
+3% +$475K 0.8% 21
2023
Q4 		$17M Buy
+404,900
New +$17.3M 0.8% 19

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return