Beacon Capital Management Inc (Ohio)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	15,982 +2,248	+16%	+$262K	0.11%	45
2026 Q1	$1.5M	Buy	+13,734	New	+$1.61M	0.08%	45
2019 Q3	–	Sell	-4	Closed	–	–	175
2019 Q2	$0	Buy	+4	New	+$234	﹤0.01%	183

Other funds holding XLY

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Beacon Capital Management Inc (Ohio) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q2 2026, buying an estimated $262K and bringing the position to 15,982 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #45.

Beacon Capital Management Inc (Ohio) first reported a position in XLY in Q2 2019 and has held it in 3 quarters since. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 15,982 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.87M as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 2,248 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $262K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #45 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 3 quarters since.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.