Beacon Financial Advisory’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$598K	Buy	7,299 +9	+0.1%	+$758	0.14%	195
2025 Q4	$566K	Buy	7,290 +12	+0.2%	+$937	0.13%	197
2025 Q3	$570K	Buy	7,278 +11	+0.2%	+$889	0.13%	188
2025 Q2	$588K	Buy	7,267 +15	+0.2%	+$1.22K	0.15%	177
2025 Q1	$592K	Buy	7,252 +11	+0.2%	+$878	0.18%	146
2024 Q4	$569K	Buy	7,241 +17	+0.2%	+$1.38K	0.19%	145
2024 Q3	$600K	Buy	7,224 +12	+0.2%	+$963	0.2%	134
2024 Q2	$552K	Buy	7,212 +809	+13%	+$61.7K	0.21%	136
2024 Q1	$489K	Sell	6,403 -84	-1%	-$6.21K	0.24%	123
2023 Q4	$467K	Buy	6,487 +150	+2%	+$10.4K	0.23%	127
2023 Q3	$436K	Sell	6,337 -1,352	-18%	-$99K	0.24%	129
2023 Q2	$570K	Buy	7,689 +28	+0.4%	+$2.1K	0.33%	100
2023 Q1	$572K	Buy	7,661 +19	+0.2%	+$1.39K	0.36%	90
2022 Q4	$570K	Buy	7,642 +21	+0.3%	+$1.53K	0.41%	79
2022 Q3	$509K	Buy	7,621 +20	+0.3%	+$1.47K	0.36%	89
2022 Q2	$549K	Buy	7,601 +19	+0.3%	+$1.43K	0.31%	108
2022 Q1	$575K	Buy	7,582 +672	+10%	+$50.6K	0.27%	113
2021 Q4	$533K	Buy	6,910 +14	+0.2%	+$1.01K	0.25%	125
2021 Q3	$475K	Buy	6,896 +12	+0.2%	+$855	0.25%	123
2021 Q2	$482K	Buy	6,884 +13	+0.2%	+$910	0.26%	124
2021 Q1	$469K	Buy	6,871 +1,861	+37%	+$122K	0.27%	123
2020 Q4	$337K	Buy	5,010 +143	+3%	+$9.45K	0.22%	135
2020 Q3	$311K	Buy	4,867 +1,147	+31%	+$72.4K	0.27%	124
2020 Q2	$218K	Buy	+3,720	New	+$217K	0.24%	124
2020 Q1	–	Sell	-4,262	Closed	-$268K	–	170
2019 Q4	$268K	Buy	+4,262	New	+$263K	0.23%	125

Other funds holding XLP

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

Beacon Financial Advisory increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.12% in Q1 2026, buying an estimated $758 and bringing the position to 7,299 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #195.

Beacon Financial Advisory first reported a position in XLP in Q4 2019 and has held it in 25 quarters since. The position peaked at $600K in Q3 2024. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Beacon Financial Advisory held 7,299 shares of State Street Consumer Staples Select Sector SPDR ETF worth $598K as of Q1 2026.
Beacon Financial Advisory bought 9 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $758.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Beacon Financial Advisory's portfolio in Q1 2026, its #195 holding.
Beacon Financial Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Beacon Financial Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $600K in Q3 2024.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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