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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Sell	35,723 -47,444	-57%	-$2.47M	0.1%	44
2025 Q4	$4.56M	Sell	83,167 -37,589	-31%	-$2M	0.24%	36
2025 Q3	$6.51M	Buy	+120,756	New	+$6.4M	0.31%	39
2019 Q3	–	Sell	-20	Closed	-$1K	–	169
2019 Q2	$1K	Buy	+20	New	+$542	﹤0.01%	91

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLF Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 57% in Q1 2026, selling an estimated $2.47M and leaving 35,723 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #44.

Beacon Capital Management Inc (Ohio) first reported a position in XLF in Q2 2019 and has held it in 4 quarters since. The position peaked at $6.51M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 35,723 shares of State Street Financial Select Sector SPDR ETF worth $1.76M as of Q1 2026.
Beacon Capital Management Inc (Ohio) sold 47,444 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.47M.
State Street Financial Select Sector SPDR ETF made up 0.1% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #44 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 4 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Financial Select Sector SPDR ETF position peaked at $6.51M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.