Beacon Financial Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Sell	9,337 -28	-0.3%	-$3.27K	0.23%	109
2025 Q4	$1.12M	Buy	9,365 +1	+0%	+$119	0.26%	94
2025 Q3	$1.12M	Sell	9,364 -84	-0.9%	-$9.61K	0.26%	103
2025 Q2	$1.03M	Sell	9,448 -1,958	-17%	-$200K	0.27%	98
2025 Q1	$1.13M	Buy	11,406 +46	+0.4%	+$4.99K	0.34%	78
2024 Q4	$1.27M	Buy	11,360 +230	+2%	+$24.6K	0.41%	59
2024 Q3	$1.11M	Sell	11,130 -68	-0.6%	-$6.36K	0.38%	67
2024 Q2	$1.02M	Sell	11,198 -48	-0.4%	-$4.26K	0.38%	67
2024 Q1	$1.03M	Sell	11,246 -848	-7%	-$75.5K	0.5%	53
2023 Q4	$1.08M	Buy	12,094 +268	+2%	+$22.2K	0.52%	48
2023 Q3	$952K	Buy	11,826 +14	+0.1%	+$1.18K	0.53%	53
2023 Q2	$1M	Buy	11,812 +16	+0.1%	+$1.23K	0.58%	50
2023 Q1	$882K	Buy	11,796 +682	+6%	+$48.9K	0.56%	52
2022 Q4	$718K	Buy	11,114 +14	+0.1%	+$976	0.51%	62
2022 Q3	$791K	Sell	11,100 -418	-4%	-$32.7K	0.56%	51
2022 Q2	$792K	Buy	11,518 +640	+6%	+$50.4K	0.45%	62
2022 Q1	$1.01M	Hold	10,878	–	–	0.48%	60
2021 Q4	$1.11M	Sell	10,878 -226	-2%	-$22.5K	0.51%	56
2021 Q3	$996K	Sell	11,104 -344	-3%	-$31.2K	0.52%	57
2021 Q2	$1.02M	Sell	11,448 -724	-6%	-$63K	0.55%	54
2021 Q1	$1.02M	Buy	12,172 +1,700	+16%	+$141K	0.59%	45
2020 Q4	$841K	Buy	10,472 +1,334	+15%	+$103K	0.55%	55
2020 Q3	$671K	Buy	9,138 +2,170	+31%	+$154K	0.58%	49
2020 Q2	$444K	Buy	6,968 +1,848	+36%	+$109K	0.48%	61
2020 Q1	$251K	Buy	5,120 +446	+10%	+$26.3K	0.32%	107
2019 Q4	$293K	Buy	+4,674	New	+$284K	0.25%	117

Other funds holding XLY

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Beacon Financial Advisory reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.3% in Q1 2026, selling an estimated $3.27K and leaving 9,337 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #109.

Beacon Financial Advisory first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.27M in Q4 2024. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Beacon Financial Advisory held 9,337 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.02M as of Q1 2026.
Beacon Financial Advisory sold 28 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $3.27K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.23% of Beacon Financial Advisory's portfolio in Q1 2026, its #109 holding.
Beacon Financial Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.27M in Q4 2024.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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