Concurrent Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Concurrent Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38M	Buy	707,930 +109,443	+18%	+$5.69M	0.32%	59
2026 Q1	$29.5M	Buy	598,487 +8,956	+2%	+$467K	0.32%	57
2025 Q4	$32.3M	Buy	589,531 +290,579	+97%	+$15.5M	0.37%	52
2025 Q3	$16.1M	Buy	298,952 +19,441	+7%	+$1.03M	0.28%	76
2025 Q2	$14.6M	Sell	279,511 -42,366	-13%	-$2.1M	0.28%	77
2025 Q1	$16M	Buy	321,877 +32,792	+11%	+$1.64M	0.39%	50
2024 Q4	$14M	Buy	289,085 +53,499	+23%	+$2.59M	0.38%	54
2024 Q3	$10.7M	Buy	235,586 +49,362	+27%	+$2.15M	0.32%	77
2024 Q2	$7.66M	Buy	186,224 +27,023	+17%	+$1.11M	0.25%	92
2024 Q1	$6.71M	Buy	159,201 +16,220	+11%	+$640K	0.27%	88
2023 Q4	$5.38M	Buy	+142,981	New	+$4.95M	0.25%	89

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Concurrent Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q2 2026, buying an estimated $5.69M and bringing the position to 707,930 shares worth $38M. The position accounts for 0.32% of the portfolio, ranked #59.

Concurrent Investment Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Concurrent Investment Advisors held 707,930 shares of State Street Financial Select Sector SPDR ETF worth $38M as of Q2 2026.
Concurrent Investment Advisors bought 109,443 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.69M.
State Street Financial Select Sector SPDR ETF made up 0.32% of Concurrent Investment Advisors's portfolio in Q2 2026, its #59 holding.
Concurrent Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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