Beacon Investment Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Beacon Investment Advisory Services's XLF Position: Q2 2026 in Review
Beacon Investment Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, buying an estimated $38.9K and bringing the position to 6,748 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #205.
Beacon Investment Advisory Services first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $396K in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Beacon Investment Advisory Services held 6,748 shares of State Street Financial Select Sector SPDR ETF worth $362K as of Q2 2026.
- Beacon Investment Advisory Services bought 748 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.9K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #205 holding.
- Beacon Investment Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
- Beacon Investment Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $396K in Q2 2025.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.