Beacon Capital Management LLC (Tennessee)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-387	Closed	-$42K	–	1034
2025 Q2	$42K	Sell	387 -226	-37%	-$22.3K	0.01%	371
2025 Q1	$59.1K	Buy	613 +227	+59%	+$22.7K	0.01%	287
2024 Q4	$37.4K	Hold	386	–	–	﹤0.01%	347
2024 Q3	$34.9K	Buy	386 +260	+206%	+$22.4K	0.01%	384
2024 Q2	$10.8K	Buy	126 +116	+1,160%	+$9.56K	﹤0.01%	558
2024 Q1	$817	Hold	10	–	–	﹤0.01%	985
2023 Q4	$656	Buy	+10	New	+$688	﹤0.01%	905

Other funds holding XLC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XLC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 387 shares — an estimated $42K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XLC in Q4 2023 and held it in 7 quarters. The position peaked at $59.1K in Q1 2025. 1,139 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 387 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $42K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street Communication Services Select Sector SPDR ETF position peaked at $59.1K in Q1 2025.
1,139 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.