BCMLT
XLF icon

Beacon Capital Management LLC (Tennessee)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$271K Sell
5,050
-467
-8% -$24.3K 0.04% 141
2026
Q1 		$272K Buy
5,517
+17
+0.3% +$886 0.05% 135
2025
Q4 		$301K Sell
5,500
-905
-14% -$48.2K 0.05% 118
2025
Q3 		$345K Buy
6,405
+625
+11% +$33.1K 0.05% 95
2025
Q2 		$303K Sell
5,780
-972
-14% -$48.1K 0.04% 100
2025
Q1 		$336K Buy
6,752
+4,369
+183% +$219K 0.05% 85
2024
Q4 		$115K Sell
2,383
-18
-0.7% -$870 0.02% 169
2024
Q3 		$109K Buy
2,401
+141
+6% +$6.15K 0.02% 185
2024
Q2 		$92.9K Sell
2,260
-410
-15% -$16.9K 0.02% 182
2024
Q1 		$112K Buy
2,670
+1,430
+115% +$56.5K 0.02% 160
2023
Q4 		$41.1K Buy
1,240
+48
+4% +$1.66K 0.01% 258
2023
Q3 		$40.2K Hold
1,192
– – 0.01% 281
2023
Q2 		$40.2K Sell
1,192
-438
-27% -$14.3K 0.01% 281
2023
Q1 		$52.4K Sell
1,630
-313
-16% -$10.9K 0.02% 211
2022
Q4 		$66.5K Buy
1,943
+433
+29% +$14.6K 0.02% 190
2022
Q3 		$47K Buy
1,510
+148
+11% +$4.89K 0.02% 215
2022
Q2 		$51K Hold
1,362
– – 0.01% 242
2022
Q1 		$51K Buy
+1,362
New +$53.2K 0.01% 242

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XLF Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.5% in Q2 2026, selling an estimated $24.3K and leaving 5,050 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #141.

Beacon Capital Management LLC (Tennessee) first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. The position peaked at $345K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 5,050 shares of State Street Financial Select Sector SPDR ETF worth $271K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 467 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #141 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s State Street Financial Select Sector SPDR ETF position peaked at $345K in Q3 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.