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 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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLB Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 32% in Q2 2026, buying an estimated $155K and bringing the position to 12,430 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #55.

Beacon Capital Management Inc (Ohio) first reported a position in XLB in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 12,430 shares of State Street Materials Select Sector SPDR ETF worth $632K as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 3,028 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $155K.
State Street Materials Select Sector SPDR ETF made up 0.04% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #55 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 5 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Materials Select Sector SPDR ETF position peaked at $1.41M in Q3 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.