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Concurrent Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Concurrent Investment Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$26.4K – 1347
2024
Q4 		$26.4K Hold
200
– – ﹤0.01% 1084
2024
Q3 		$27.1K Hold
200
– – ﹤0.01% 1046
2024
Q2 		$24.4K Hold
200
– – ﹤0.01% 952
2024
Q1 		$25.2K Buy
+200
New +$23.5K ﹤0.01% 888

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Concurrent Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 27% in Q2 2026, buying an estimated $3.43M and bringing the position to 92,168 shares worth $17.1M. The position accounts for 0.15% of the portfolio, ranked #149.

Concurrent Investment Advisors first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Concurrent Investment Advisors held 92,168 shares of State Street Industrial Select Sector SPDR ETF worth $17.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 19,738 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.43M.
  • State Street Industrial Select Sector SPDR ETF made up 0.15% of Concurrent Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Concurrent Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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