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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,778	Closed	-$357K	–	389
2026 Q1	$357K	Buy	7,778 +433	+6%	+$19.4K	0.04%	274
2025 Q4	$314K	Buy	7,345 +185	+3%	+$8.19K	0.03%	287
2025 Q3	$312K	Sell	7,160 -168	-2%	-$7.11K	0.03%	292
2025 Q2	$299K	Buy	+7,328	New	+$292K	0.03%	288

Other funds holding XLU

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Beacon Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 7,778 shares — an estimated $357K sold.

Beacon Financial Group first reported a position in XLU in Q2 2025 and held it in 4 quarters. The position peaked at $357K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Beacon Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Beacon Financial Group sold 7,778 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $357K.
Beacon Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Beacon Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $357K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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