Concurrent Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Concurrent Investment Advisors's XLY Position: Q2 2026 in Review
Concurrent Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 25% in Q2 2026, buying an estimated $3.4M and bringing the position to 144,651 shares worth $17M. The position accounts for 0.14% of the portfolio, ranked #151.
Concurrent Investment Advisors first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Concurrent Investment Advisors held 144,651 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $17M as of Q2 2026.
- Concurrent Investment Advisors bought 29,102 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.4M.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #151 holding.
- Concurrent Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.