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 Q2	–	Sell	-1,400	Closed	-$85.8K	–	2222
2026 Q1	$85.8K	Sell	1,400 -600	-30%	-$32.2K	﹤0.01%	1835
2025 Q4	$89.4K	Sell	2,000 -3,000	-60%	-$134K	﹤0.01%	1715
2025 Q3	$223K	Buy	+5,000	New	+$219K	﹤0.01%	1292

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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. 1,000 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.
1,000 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.