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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Sell	21,235 -26,302	-55%	-$3.71M	0.16%	42
2025 Q4	$6.84M	Sell	47,537 -34,219	-42%	-$4.94M	0.37%	33
2025 Q3	$11.5M	Buy	+81,756	New	+$10.8M	0.55%	31
2019 Q3	–	Sell	-22	Closed	-$1K	–	171
2019 Q2	$1K	Buy	+22	New	+$839	﹤0.01%	92
2018 Q4	–	Sell	-200	Closed	-$8K	–	64
2018 Q3	$8K	Buy	+200	New	+$7.33K	﹤0.01%	48

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Beacon Capital Management Inc (Ohio) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 55% in Q1 2026, selling an estimated $3.71M and leaving 21,235 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #42.

Beacon Capital Management Inc (Ohio) first reported a position in XLK in Q3 2018 and has held it in 5 quarters since. The position peaked at $11.5M in Q3 2025. 2,409 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 21,235 shares of State Street Technology Select Sector SPDR ETF worth $2.82M as of Q1 2026.
Beacon Capital Management Inc (Ohio) sold 26,302 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.71M.
State Street Technology Select Sector SPDR ETF made up 0.16% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #42 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 5 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street Technology Select Sector SPDR ETF position peaked at $11.5M in Q3 2025.
2,409 funds tracked by Wall St. Rank held State Street Technology 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.