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 Q3	$632K	Sell	7,837 -133	-2%	-$11.2K	0.12%	208
2026 Q2	$662K	Buy	7,970 +671	+9%	+$56K	0.13%	197
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%	+$1.02K	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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Beacon Financial Advisory's XLP Position: Q3 2026 in Review

Beacon Financial Advisory reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.7% in Q3 2026, selling an estimated $11.2K and leaving 7,837 shares worth $632K. The position accounts for 0.12% of the portfolio, ranked #208.

Beacon Financial Advisory first reported a position in XLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $662K in Q2 2026. 714 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Beacon Financial Advisory held 7,837 shares of State Street Consumer Staples Select Sector SPDR ETF worth $632K as of Q3 2026.
Beacon Financial Advisory sold 133 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $11.2K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q3 2026, its #208 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 27 quarters since.
Beacon Financial Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $662K in Q2 2026.
714 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.