Beacon Capital Management Inc (Ohio)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$852K	Buy	17,486 +5,056	+41%	+$260K	0.05%	56
2026 Q2	$632K	Buy	12,430 +3,028	+32%	+$155K	0.04%	55
2026 Q1	$470K	Sell	9,402 -17,408	-65%	-$873K	0.03%	55
2025 Q4	$1.22M	Sell	26,810 -4,598	-15%	-$203K	0.07%	51
2025 Q3	$1.41M	Buy	+31,408	New	+$1.42M	0.07%	47
2019 Q3	–	Sell	-24	Closed	-$1K	–	166
2019 Q2	$1K	Buy	+24	New	+$677	﹤0.01%	89

Other funds holding XLB

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLB Position: Q3 2026 in Review

Beacon Capital Management Inc (Ohio) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 41% in Q3 2026, buying an estimated $260K and bringing the position to 17,486 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #56.

Beacon Capital Management Inc (Ohio) first reported a position in XLB in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.41M in Q3 2025. 84 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Beacon Capital Management Inc (Ohio) held 17,486 shares of State Street Materials Select Sector SPDR ETF worth $852K as of Q3 2026.
Beacon Capital Management Inc (Ohio) bought 5,056 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $260K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Beacon Capital Management Inc (Ohio)'s portfolio in Q3 2026, its #56 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2019 and has held it in 6 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Materials Select Sector SPDR ETF position peaked at $1.41M in Q3 2025.
84 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2026, filed 13 Oct 2026.