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Concurrent Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Concurrent Investment Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,200
Closed -$140K – 1348
2024
Q4 		$140K Buy
+1,200
New +$140K ﹤0.01% 1031

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Concurrent Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, buying an estimated $12M and bringing the position to 479,793 shares worth $91.4M. The position accounts for 0.78% of the portfolio, ranked #16.

Concurrent Investment Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Concurrent Investment Advisors held 479,793 shares of State Street Technology Select Sector SPDR ETF worth $91.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 69,960 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12M.
  • State Street Technology Select Sector SPDR ETF made up 0.78% of Concurrent Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Concurrent Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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