Concurrent Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.11M Sell
109,644
-118,476
-52% -$9.89M 0.08% 282
2026
Q1
$18.7M Buy
228,120
+18,184
+9% +$1.53M 0.2% 109
2025
Q4
$16.3M Buy
209,936
+72,012
+52% +$5.62M 0.19% 117
2025
Q3
$10.8M Sell
137,924
-8,213
-6% -$664K 0.19% 117
2025
Q2
$11.8M Buy
146,137
+594
+0.4% +$48.2K 0.23% 95
2025
Q1
$11.9M Buy
145,543
+38,001
+35% +$3.03M 0.29% 79
2024
Q4
$8.45M Buy
107,542
+1,197
+1% +$97.2K 0.23% 99
2024
Q3
$8.83M Buy
106,345
+13,208
+14% +$1.06M 0.26% 86
2024
Q2
$7.13M Buy
93,137
+4,550
+5% +$347K 0.23% 97
2024
Q1
$6.76M Sell
88,587
-44,542
-33% -$3.29M 0.27% 86
2023
Q4
$9.59M Buy
+133,129
New +$9.22M 0.45% 49

Other funds holding XLP

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

Concurrent Investment Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 52% in Q2 2026, selling an estimated $9.89M and leaving 109,644 shares worth $9.11M. The position accounts for 0.08% of the portfolio, ranked #282.

Concurrent Investment Advisors first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.7M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Concurrent Investment Advisors held 109,644 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9.11M as of Q2 2026.
  • Concurrent Investment Advisors sold 118,476 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $9.89M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #282 holding.
  • Concurrent Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $18.7M in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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