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Beacon Capital Management LLC (Tennessee)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-926
Closed -$101K – 1038
2025
Q2 		$101K Sell
926
-216
-19% -$22.1K 0.01% 207
2025
Q1 		$113K Sell
1,142
-46
-4% -$4.99K 0.02% 182
2024
Q4 		$133K Hold
1,188
– – 0.02% 156
2024
Q3 		$119K Buy
1,188
+96
+9% +$8.97K 0.02% 170
2024
Q2 		$99.6K Sell
1,092
-218
-17% -$19.4K 0.02% 171
2024
Q1 		$120K Buy
1,310
+548
+72% +$48.8K 0.02% 150
2023
Q4 		$61.3K Hold
762
– – 0.02% 188
2023
Q3 		$64.7K Hold
762
– – 0.02% 205
2023
Q2 		$64.7K Hold
762
– – 0.02% 205
2023
Q1 		$57K Hold
762
– – 0.02% 201
2022
Q4 		$49.2K Sell
762
-126
-14% -$8.79K 0.02% 223
2022
Q3 		$61K Sell
888
-16
-2% -$1.25K 0.02% 188
2022
Q2 		$84K Hold
904
– – 0.02% 176
2022
Q1 		$84K Buy
+904
New +$82.8K 0.02% 176

Other funds holding XLY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 926 shares — an estimated $101K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XLY in Q1 2022 and held it in 14 quarters. The position peaked at $133K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 926 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $101K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $133K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.