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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Beacon Capital Management Inc (Ohio) opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026: 13,734 shares worth $1.5M. The stake represents 0.08% of the portfolio and ranks #45 among its holdings. This is a return to the name: Beacon Capital Management Inc (Ohio) previously reported a position in XLY as recently as Q2 2019.

Beacon Capital Management Inc (Ohio) first reported a position in XLY in Q2 2019 and has held it in 2 quarters since. 1,286 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 13,734 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.5M as of Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Beacon Capital Management Inc (Ohio) position in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 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 2 quarters since.
1,286 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.