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 Q2	$2.24M	Buy	41,804 +6,081	+17%	+$316K	0.14%	44
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 $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Beacon Capital Management Inc (Ohio) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, buying an estimated $316K and bringing the position to 41,804 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #44.

Beacon Capital Management Inc (Ohio) first reported a position in XLF in Q2 2019 and has held it in 5 quarters since. The position peaked at $6.51M in Q3 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 41,804 shares of State Street Financial Select Sector SPDR ETF worth $2.24M as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 6,081 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $316K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 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 5 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Financial Select Sector SPDR ETF position peaked at $6.51M in Q3 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial 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.