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 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Beacon Investment Advisory Services's XLB Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 27% in Q2 2026, selling an estimated $16.9K and leaving 900 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Beacon Investment Advisory Services first reported a position in XLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $61.5K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Beacon Investment Advisory Services held 900 shares of State Street Materials Select Sector SPDR ETF worth $45.7K as of Q2 2026.
Beacon Investment Advisory Services sold 330 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $16.9K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #446 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 2 quarters since.
Beacon Investment Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $61.5K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.