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Beacon Investment Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Beacon Investment Advisory Services’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.8K Hold
900
– – ﹤0.01% 449
2026
Q2 		$45.7K Sell
900
-330
-27% -$16.9K ﹤0.01% 446
2026
Q1 		$61.5K Buy
+1,230
New +$61.7K ﹤0.01% 402

Other funds holding XLB

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Beacon Investment Advisory Services's XLB Position: Q3 2026 in Review

Beacon Investment Advisory Services held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2026 at 900 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Beacon Investment Advisory Services first reported a position in XLB in Q1 2026 and has held it in 3 quarters since. The position peaked at $61.5K in Q1 2026. 94 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

  • Beacon Investment Advisory Services held 900 shares of State Street Materials Select Sector SPDR ETF worth $43.8K as of Q3 2026.
  • Beacon Investment Advisory Services left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #449 holding.
  • Beacon Investment Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $61.5K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

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