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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
2026
Q2 		$243K Buy
+1,312
New +$228K 0.04% 150
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,312 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in XLI as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in XLI in Q1 2022 and has held it in 15 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 1,312 shares of State Street Industrial Select Sector SPDR ETF worth $243K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #150 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,663 funds tracked by Wall St. Rank held State Street Industrial 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.