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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$658K	Buy	4,069 +5	+0.1%	+$839	0.15%	182
2025 Q4	$630K	Buy	4,064 +72	+2%	+$11.1K	0.15%	178
2025 Q3	$616K	Buy	3,992 +77	+2%	+$11.7K	0.14%	178
2025 Q2	$578K	Sell	3,915 -201	-5%	-$27.4K	0.15%	182
2025 Q1	$540K	Sell	4,116 -62	-1%	-$8.38K	0.16%	157
2024 Q4	$550K	Buy	4,178 +15	+0.4%	+$2.07K	0.18%	151
2024 Q3	$564K	Buy	4,163 +10	+0.2%	+$1.27K	0.19%	145
2024 Q2	$506K	Buy	4,153 +10	+0.2%	+$1.23K	0.19%	144
2024 Q1	$522K	Sell	4,143 -715	-15%	-$84.1K	0.25%	118
2023 Q4	$554K	Buy	4,858 +339	+8%	+$35.6K	0.27%	110
2023 Q3	$458K	Buy	4,519 +13	+0.3%	+$1.39K	0.25%	122
2023 Q2	$484K	Buy	4,506 +12	+0.3%	+$1.21K	0.28%	115
2023 Q1	$455K	Buy	4,494 +512	+13%	+$51.5K	0.29%	118
2022 Q4	$391K	Buy	3,982 +9	+0.2%	+$857	0.28%	110
2022 Q3	$329K	Sell	3,973 -63	-2%	-$5.8K	0.23%	134
2022 Q2	$353K	Buy	4,036 +6	+0.1%	+$566	0.2%	145
2022 Q1	$415K	Buy	4,030 +5	+0.1%	+$508	0.2%	141
2021 Q4	$426K	Buy	4,025 +5	+0.1%	+$519	0.2%	149
2021 Q3	$393K	Sell	4,020 -95	-2%	-$9.76K	0.2%	146
2021 Q2	$421K	Buy	4,115 +4	+0.1%	+$410	0.23%	140
2021 Q1	$405K	Buy	4,111 +674	+20%	+$61.7K	0.23%	133
2020 Q4	$304K	Sell	3,437 -385	-10%	-$32.4K	0.2%	144
2020 Q3	$294K	Buy	3,822 +856	+29%	+$64K	0.26%	128
2020 Q2	$203K	Buy	+2,966	New	+$192K	0.22%	135
2020 Q1	–	Sell	-2,877	Closed	-$234K	–	169
2019 Q4	$234K	Buy	+2,877	New	+$230K	0.2%	136

Other funds holding XLI

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

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

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Beacon Financial Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.12% in Q1 2026, buying an estimated $839 and bringing the position to 4,069 shares worth $658K. The position accounts for 0.15% of the portfolio, ranked #182.

Beacon Financial Advisory first reported a position in XLI in Q4 2019 and has held it in 25 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Beacon Financial Advisory held 4,069 shares of State Street Industrial Select Sector SPDR ETF worth $658K as of Q1 2026.
Beacon Financial Advisory bought 5 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $839.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Beacon Financial Advisory's portfolio in Q1 2026, its #182 holding.
Beacon Financial Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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