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
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: Q1 2026 in Review

Concurrent Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 8.7% in Q1 2026, buying an estimated $1.53M and bringing the position to 228,120 shares worth $18.7M. The position accounts for 0.2% of the portfolio, ranked #109.

Concurrent Investment Advisors first reported a position in XLP in Q4 2023 and has held it in 10 quarters since. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Concurrent Investment Advisors held 228,120 shares of State Street Consumer Staples Select Sector SPDR ETF worth $18.7M as of Q1 2026.
  • Concurrent Investment Advisors bought 18,184 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.53M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of Concurrent Investment Advisors's portfolio in Q1 2026, its #109 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 10 quarters since.
  • 1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.