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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38	Closed	-$1.44K	–	1192
2024 Q4	$1.44K	Hold	38	–	–	﹤0.01%	951
2024 Q3	$1.53K	Hold	38	–	–	﹤0.01%	1048
2024 Q2	$1.29K	Hold	38	–	–	﹤0.01%	921
2024 Q1	$1.25K	Hold	38	–	–	﹤0.01%	936
2023 Q4	$1.12K	Hold	38	–	–	﹤0.01%	856
2023 Q3	$1.24K	Hold	38	–	–	﹤0.01%	899
2023 Q2	$1.24K	Sell	38 -916	-96%	-$30.8K	﹤0.01%	899
2023 Q1	$32.3K	Buy	954 +916	+2,411%	+$31K	0.01%	289
2022 Q4	$1.34K	Hold	38	–	–	﹤0.01%	850
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	860
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	904
2022 Q1	$1K	Buy	+38	New	+$1.32K	﹤0.01%	905

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 XLU Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 38 shares — an estimated $1.44K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XLU in Q1 2022 and held it in 12 quarters. The position peaked at $32.3K in Q1 2023. 1,355 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 38 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $1.44K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street Utilities Select Sector SPDR ETF position peaked at $32.3K in Q1 2023.
1,355 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.