Concurrent Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Concurrent Investment Advisors's XLP Position: Q3 2026 in Review
Concurrent Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 63% in Q3 2026, buying an estimated $5.87M and bringing the position to 179,130 shares worth $14.4M. The position accounts for 0.1% of the portfolio, ranked #212.
Concurrent Investment Advisors first reported a position in XLP in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.7M in Q1 2026. 374 funds tracked by Wall St. Rank hold XLP as of Q3 2026.
- Concurrent Investment Advisors held 179,130 shares of State Street Consumer Staples Select Sector SPDR ETF worth $14.4M as of Q3 2026.
- Concurrent Investment Advisors bought 69,486 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $5.87M.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q3 2026, its #212 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 12 quarters since.
- Concurrent Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $18.7M in Q1 2026.
- 374 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.
Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.