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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	8,104 +115	+1%	+$16.2K	0.24%	104
2025 Q4	$1.15M	Sell	7,989 -1	-0%	-$144	0.27%	92
2025 Q3	$1.13M	Sell	7,990 -36	-0.4%	-$4.77K	0.26%	102
2025 Q2	$1.02M	Buy	8,026 +4	+0%	+$444	0.26%	99
2025 Q1	$828K	Sell	8,022 -56	-0.7%	-$6.35K	0.25%	108
2024 Q4	$939K	Sell	8,078 -76	-0.9%	-$8.84K	0.31%	91
2024 Q3	$920K	Sell	8,154 -102	-1%	-$11.2K	0.31%	88
2024 Q2	$934K	Buy	8,256 +84	+1%	+$8.85K	0.35%	77
2024 Q1	$851K	Sell	8,172 -84	-1%	-$8.49K	0.41%	68
2023 Q4	$795K	Buy	8,256 +264	+3%	+$23.5K	0.38%	76
2023 Q3	$655K	Buy	7,992 +6	+0.1%	+$515	0.36%	94
2023 Q2	$694K	Sell	7,986 -66	-0.8%	-$5.2K	0.4%	81
2023 Q1	$608K	Buy	8,052 +6	+0.1%	+$413	0.39%	84
2022 Q4	$501K	Sell	8,046 -458	-5%	-$29.1K	0.36%	94
2022 Q3	$505K	Sell	8,504 -482	-5%	-$32.9K	0.36%	91
2022 Q2	$571K	Sell	8,986 -1,754	-16%	-$122K	0.32%	103
2022 Q1	$853K	Buy	10,740 +4	+0%	+$314	0.41%	78
2021 Q4	$933K	Buy	10,736 +36	+0.3%	+$2.96K	0.43%	73
2021 Q3	$799K	Sell	10,700 -1,346	-11%	-$104K	0.42%	75
2021 Q2	$889K	Sell	12,046 -288	-2%	-$20.2K	0.48%	69
2021 Q1	$819K	Buy	12,334 +922	+8%	+$60.9K	0.47%	74
2020 Q4	$741K	Buy	11,412 +1,580	+16%	+$96.2K	0.48%	65
2020 Q3	$573K	Buy	9,832 +3,440	+54%	+$194K	0.5%	59
2020 Q2	$333K	Buy	6,392 +4	+0.1%	+$188	0.36%	95
2020 Q1	$256K	Sell	6,388 -866	-12%	-$39.5K	0.33%	106
2019 Q4	$332K	Buy	+7,254	New	+$311K	0.28%	104

Other funds holding XLK

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Beacon Financial Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q1 2026, buying an estimated $16.2K and bringing the position to 8,104 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #104.

Beacon Financial Advisory first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Beacon Financial Advisory held 8,104 shares of State Street Technology Select Sector SPDR ETF worth $1.08M as of Q1 2026.
Beacon Financial Advisory bought 115 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $16.2K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Beacon Financial Advisory's portfolio in Q1 2026, its #104 holding.
Beacon Financial Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's State Street Technology Select Sector SPDR ETF position peaked at $1.15M in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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