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

Beacon Financial Group’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 Q2	$643K	Hold	3,375	–	–	0.06%	215
2026 Q1	$449K	Hold	3,375	–	–	0.04%	242
2025 Q4	$486K	Sell	3,375 -1	-0%	-$144	0.05%	234
2025 Q3	$476K	Hold	3,376	–	–	0.05%	234
2025 Q2	$427K	Hold	3,376	–	–	0.04%	242
2025 Q1	$348K	Buy	3,376 +2	+0.1%	+$227	0.04%	261
2024 Q4	$392K	Hold	3,374	–	–	0.04%	246
2024 Q3	$381K	Hold	3,374	–	–	0.04%	251
2024 Q2	$382K	Hold	3,374	–	–	0.04%	236
2024 Q1	$351K	Hold	3,374	–	–	0.04%	251
2023 Q4	$325K	Sell	3,374 -178	-5%	-$15.8K	0.04%	250
2023 Q3	$312K	Hold	3,552	–	–	0.04%	207
2023 Q2	$304K	Buy	+3,552	New	+$280K	0.04%	203
2022 Q2	–	Sell	-4,732	Closed	-$381K	–	230
2022 Q1	$381K	Buy	+4,732	New	+$371K	0.05%	210

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Beacon Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,375 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #215.

Beacon Financial Group first reported a position in XLK in Q1 2022 and has held it in 14 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Beacon Financial Group held 3,375 shares of State Street Technology Select Sector SPDR ETF worth $643K as of Q2 2026.
Beacon Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #215 holding.
Beacon Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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