Beacon Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Beacon Financial Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12M	Sell	39,564 -7,216	-15%	-$375K	0.19%	116
2026 Q1	$2.31M	Sell	46,780 -1,648	-3%	-$85.9K	0.23%	103
2025 Q4	$2.65M	Buy	48,428 +118	+0.2%	+$6.29K	0.26%	90
2025 Q3	$2.6M	Sell	48,310 -476	-1%	-$25.2K	0.26%	96
2025 Q2	$2.55M	Buy	48,786 +5,911	+14%	+$293K	0.27%	98
2025 Q1	$2.14M	Sell	42,875 -4,469	-9%	-$224K	0.23%	103
2024 Q4	$2.29M	Buy	47,344 +23	+0%	+$1.11K	0.25%	97
2024 Q3	$2.14M	Sell	47,321 -617	-1%	-$26.9K	0.23%	102
2024 Q2	$1.97M	Buy	47,938 +5	+0%	+$206	0.22%	110
2024 Q1	$2.02M	Sell	47,933 -952	-2%	-$37.6K	0.23%	105
2023 Q4	$1.84M	Buy	48,885 +12	+0%	+$415	0.22%	108
2023 Q3	$1.68M	Sell	48,873 -910	-2%	-$31.4K	0.24%	98
2023 Q2	$1.66M	Sell	49,783 -451	-0.9%	-$14.7K	0.23%	100
2023 Q1	$1.61M	Buy	50,234 +1,155	+2%	+$40.1K	0.22%	101
2022 Q4	$1.69M	Buy	49,079 +1,253	+3%	+$42.4K	0.23%	106
2022 Q3	$1.47M	Sell	47,826 -1,696	-3%	-$56.1K	0.23%	100
2022 Q2	$1.59M	Sell	49,522 -1,325	-3%	-$45.8K	0.24%	100
2022 Q1	$1.99M	Buy	50,847 +1	+0%	+$39	0.26%	93
2021 Q4	$2.01M	Buy	50,846 +1	+0%	+$39	0.26%	89
2021 Q3	$1.94M	Buy	50,845 +882	+2%	+$33K	0.26%	88
2021 Q2	$1.8M	Sell	49,963 -368	-0.7%	-$13.5K	0.25%	93
2021 Q1	$1.59M	Hold	50,331	–	–	0.25%	101
2020 Q4	$1.59M	Sell	50,331 -1,508	-3%	-$40.3K	0.25%	102
2020 Q3	$1.25M	Sell	51,839 -629	-1%	-$15.3K	0.22%	108
2020 Q2	$1.2M	Sell	52,468 -492	-0.9%	-$11.2K	0.23%	103
2020 Q1	$1.13M	Sell	52,960 -4,416	-8%	-$122K	0.25%	99
2019 Q4	$1.77M	Buy	57,376 +620	+1%	+$18.2K	0.22%	96
2019 Q3	$1.59M	Sell	56,756 -1,232	-2%	-$34K	0.27%	95
2019 Q2	$1.6M	Sell	57,988 -3,209	-5%	-$86.9K	0.27%	93
2019 Q1	$1.57M	Sell	61,197 -13,032	-18%	-$336K	0.26%	89
2018 Q4	$1.75M	Buy	+74,229	New	+$1.93M	0.33%	78

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Financial Group's XLF Position: Q2 2026 in Review

Beacon Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $375K and leaving 39,564 shares worth $2.12M. The position accounts for 0.19% of the portfolio, ranked #116.

Beacon Financial Group first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.65M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Beacon Financial Group held 39,564 shares of State Street Financial Select Sector SPDR ETF worth $2.12M as of Q2 2026.
Beacon Financial Group sold 7,216 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $375K.
State Street Financial Select Sector SPDR ETF made up 0.19% of Beacon Financial Group's portfolio in Q2 2026, its #116 holding.
Beacon Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Beacon Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $2.65M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.