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

Beacon Capital Management LLC (Tennessee)’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,106
Closed -$163K – 1035
2025
Q2 		$163K Buy
1,106
+87
+9% +$11.9K 0.02% 149
2025
Q1 		$134K Sell
1,019
-116
-10% -$15.7K 0.02% 158
2024
Q4 		$150K Buy
1,135
+2
+0.2% +$276 0.02% 142
2024
Q3 		$153K Buy
1,133
+144
+15% +$18.3K 0.02% 146
2024
Q2 		$121K Sell
989
-487
-33% -$60K 0.02% 149
2024
Q1 		$186K Buy
1,476
+306
+26% +$36K 0.04% 110
2023
Q4 		$119K Buy
1,170
+6
+0.5% +$630 0.03% 132
2023
Q3 		$125K Hold
1,164
– – 0.03% 132
2023
Q2 		$125K Sell
1,164
-167
-13% -$16.8K 0.03% 132
2023
Q1 		$135K Buy
1,331
+183
+16% +$18.4K 0.04% 109
2022
Q4 		$113K Buy
1,148
+229
+25% +$21.8K 0.04% 128
2022
Q3 		$79K Sell
919
-8
-0.9% -$737 0.03% 166
2022
Q2 		$96K Hold
927
– – 0.02% 161
2022
Q1 		$96K Buy
+927
New +$94.2K 0.02% 161

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 1,106 shares — an estimated $163K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XLI in Q1 2022 and held it in 14 quarters. The position peaked at $186K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,106 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $163K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s State Street Industrial Select Sector SPDR ETF position peaked at $186K in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held State Street Industrial 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.