Beacon Financial Advisory’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Beacon Financial Advisory’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$702K	Buy	6,328 +230	+4%	+$26.6K	0.16%	174
2025 Q4	$718K	Buy	6,098 +529	+9%	+$60.9K	0.17%	161
2025 Q3	$659K	Buy	5,569 +15	+0.3%	+$1.67K	0.15%	167
2025 Q2	$603K	Sell	5,554 -1	-0%	-$99	0.16%	171
2025 Q1	$536K	Buy	5,555 +227	+4%	+$22.7K	0.16%	159
2024 Q4	$516K	Buy	5,328 +559	+12%	+$53.3K	0.17%	156
2024 Q3	$431K	Buy	4,769 +99	+2%	+$8.54K	0.15%	173
2024 Q2	$400K	Sell	4,670 -770	-14%	-$63.4K	0.15%	176
2024 Q1	$444K	Buy	5,440 +827	+18%	+$64.4K	0.22%	132
2023 Q4	$335K	Buy	4,613 +278	+6%	+$19.1K	0.16%	167
2023 Q3	$284K	Buy	4,335 +8	+0.2%	+$534	0.16%	176
2023 Q2	$282K	Buy	4,327 +5	+0.1%	+$305	0.16%	172
2023 Q1	$251K	Buy	4,322 +8	+0.2%	+$435	0.16%	172
2022 Q4	$207K	Buy	4,314 +8	+0.2%	+$392	0.15%	175
2022 Q3	$206K	Sell	4,306 -117	-3%	-$6.44K	0.15%	176
2022 Q2	$240K	Buy	4,423 +8	+0.2%	+$482	0.14%	188
2022 Q1	$304K	Buy	4,415 +9	+0.2%	+$634	0.15%	174
2021 Q4	$342K	Sell	4,406 -546	-11%	-$43.2K	0.16%	161
2021 Q3	$397K	Buy	4,952 +7	+0.1%	+$579	0.21%	144
2021 Q2	$400K	Buy	4,945 +558	+13%	+$43.5K	0.21%	143
2021 Q1	$322K	Buy	4,387 +6	+0.1%	+$427	0.18%	146
2020 Q4	$295K	Buy	4,381 +130	+3%	+$8.27K	0.19%	148
2020 Q3	$252K	Buy	+4,251	New	+$252K	0.22%	141

Other funds holding XLC

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beacon Financial Advisory's XLC Position: Q1 2026 in Review

Beacon Financial Advisory increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.8% in Q1 2026, buying an estimated $26.6K and bringing the position to 6,328 shares worth $702K. The position accounts for 0.16% of the portfolio, ranked #174.

Beacon Financial Advisory first reported a position in XLC in Q3 2020 and has held it in 23 quarters since. The position peaked at $718K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Beacon Financial Advisory held 6,328 shares of State Street Communication Services Select Sector SPDR ETF worth $702K as of Q1 2026.
Beacon Financial Advisory bought 230 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $26.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #174 holding.
Beacon Financial Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Beacon Financial Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $718K in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.