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Beacon Financial Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Beacon Financial Advisory’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$890K Buy
18,028
+281
+2% +$14.6K 0.2% 136
2025
Q4 		$972K Buy
17,747
+200
+1% +$10.7K 0.23% 118
2025
Q3 		$945K Buy
17,547
+3
+0% +$159 0.22% 126
2025
Q2 		$919K Sell
17,544
-20
-0.1% -$990 0.24% 115
2025
Q1 		$875K Buy
17,564
+1,626
+10% +$81.6K 0.27% 106
2024
Q4 		$770K Sell
15,938
-696
-4% -$33.7K 0.25% 112
2024
Q3 		$754K Sell
16,634
-1,272
-7% -$55.5K 0.26% 115
2024
Q2 		$736K Buy
17,906
+10,830
+153% +$446K 0.27% 109
2024
Q1 		$298K Sell
7,076
-558
-7% -$22K 0.14% 183
2023
Q4 		$287K Buy
7,634
+642
+9% +$22.2K 0.14% 189
2023
Q3 		$232K Buy
6,992
+705
+11% +$24.3K 0.13% 198
2023
Q2 		$212K Buy
6,287
+4
+0.1% +$131 0.12% 201
2023
Q1 		$202K Buy
6,283
+5
+0.1% +$174 0.13% 196
2022
Q4 		$215K Sell
6,278
-419
-6% -$14.2K 0.15% 173
2022
Q3 		$203K Sell
6,697
-361
-5% -$11.9K 0.14% 180
2022
Q2 		$222K Buy
7,058
+5
+0.1% +$173 0.13% 199
2022
Q1 		$270K Buy
7,053
+704
+11% +$27.5K 0.13% 194
2021
Q4 		$248K Sell
6,349
-396
-6% -$15.6K 0.11% 207
2021
Q3 		$253K Buy
6,745
+5
+0.1% +$187 0.13% 192
2021
Q2 		$247K Sell
6,740
-1,697
-20% -$62.1K 0.13% 192
2021
Q1 		$287K Buy
8,437
+4
+0% +$128 0.16% 155
2020
Q4 		$248K Buy
+8,433
New +$226K 0.16% 165
2020
Q1 		– Sell
-16,508
Closed -$508K – 168
2019
Q4 		$508K Buy
+16,508
New +$485K 0.44% 72

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Beacon Financial Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q1 2026, buying an estimated $14.6K and bringing the position to 18,028 shares worth $890K. The position accounts for 0.2% of the portfolio, ranked #136.

Beacon Financial Advisory first reported a position in XLF in Q4 2019 and has held it in 23 quarters since. The position peaked at $972K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Beacon Financial Advisory held 18,028 shares of State Street Financial Select Sector SPDR ETF worth $890K as of Q1 2026.
  • Beacon Financial Advisory bought 281 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $14.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.2% of Beacon Financial Advisory's portfolio in Q1 2026, its #136 holding.
  • Beacon Financial Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
  • Beacon Financial Advisory's State Street Financial Select Sector SPDR ETF position peaked at $972K in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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