Beacon Financial Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Beacon Financial Advisory's XLF Position: Q2 2026 in Review
Beacon Financial Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.16% in Q2 2026, buying an estimated $1.46K and bringing the position to 18,056 shares worth $968K. The position accounts for 0.19% of the portfolio, ranked #142.
Beacon Financial Advisory first reported a position in XLF in Q4 2019 and has held it in 24 quarters since. The position peaked at $972K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Beacon Financial Advisory held 18,056 shares of State Street Financial Select Sector SPDR ETF worth $968K as of Q2 2026.
- Beacon Financial Advisory bought 28 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.46K.
- State Street Financial Select Sector SPDR ETF made up 0.19% of Beacon Financial Advisory's portfolio in Q2 2026, its #142 holding.
- Beacon Financial Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
- Beacon Financial Advisory's State Street Financial Select Sector SPDR ETF position peaked at $972K in Q4 2025.
- 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.