Concurrent Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Concurrent Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2M	Buy	424,299 +51,711	+14%	+$2.34M	0.16%	130
2026 Q1	$17.1M	Buy	372,588 +88,372	+31%	+$3.96M	0.19%	125
2025 Q4	$12.1M	Buy	284,216 +84,544	+42%	+$3.74M	0.14%	158
2025 Q3	$8.71M	Buy	199,672 +54,388	+37%	+$2.3M	0.15%	145
2025 Q2	$5.93M	Sell	145,284 -20,168	-12%	-$804K	0.11%	191
2025 Q1	$6.52M	Sell	165,452 -20,232	-11%	-$790K	0.16%	136
2024 Q4	$7.03M	Sell	185,684 -151,596	-45%	-$6.02M	0.19%	110
2024 Q3	$13.6M	Buy	337,280 +21,590	+7%	+$801K	0.4%	55
2024 Q2	$10.8M	Buy	315,690 +175,730	+126%	+$6.04M	0.35%	62
2024 Q1	$4.59M	Buy	139,960 +54,598	+64%	+$1.7M	0.19%	124
2023 Q4	$2.7M	Buy	+85,362	New	+$2.61M	0.13%	173

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Concurrent Investment Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, buying an estimated $2.34M and bringing the position to 424,299 shares worth $19.2M. The position accounts for 0.16% of the portfolio, ranked #130.

Concurrent Investment Advisors first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Concurrent Investment Advisors held 424,299 shares of State Street Utilities Select Sector SPDR ETF worth $19.2M as of Q2 2026.
Concurrent Investment Advisors bought 51,711 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34M.
State Street Utilities Select Sector SPDR ETF made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #130 holding.
Concurrent Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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