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Beacon Investment Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Beacon Investment Advisory Services’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.1K Buy
+533
New +$60.7K ﹤0.01% 414

Other funds holding XLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Beacon Investment Advisory Services opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 533 shares worth $57.1K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

185 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Beacon Investment Advisory Services held 533 shares of State Street Communication Services Select Sector SPDR ETF worth $57.1K as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Beacon Investment Advisory Services position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #414 holding.
  • 185 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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