Concurrent Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Concurrent Investment Advisors's XLE Position: Q2 2026 in Review
Concurrent Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, selling an estimated $3.77M and leaving 255,960 shares worth $13.6M. The position accounts for 0.12% of the portfolio, ranked #191.
Concurrent Investment Advisors first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.7M in Q1 2026. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Concurrent Investment Advisors held 255,960 shares of State Street Energy Select Sector SPDR ETF worth $13.6M as of Q2 2026.
- Concurrent Investment Advisors sold 65,897 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.77M.
- State Street Energy Select Sector SPDR ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #191 holding.
- Concurrent Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- Concurrent Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $19.7M in Q1 2026.
- 2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.