Beacon Investment Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Beacon Investment Advisory Services’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Hold	1,236	–	–	0.01%	242
2026 Q1	$200K	Sell	1,236 -367	-23%	-$61.6K	0.01%	244
2025 Q4	$249K	Buy	+1,603	New	+$247K	0.01%	237
2022 Q4	–	Sell	-2,775	Closed	-$230K	–	291
2022 Q3	$230K	Sell	2,775 -111	-4%	-$10.2K	0.01%	256
2022 Q2	$252K	Sell	2,886 -155,642	-98%	-$14.7M	0.01%	250
2022 Q1	$16.3M	Sell	158,528 -2,950	-2%	-$300K	0.7%	44
2021 Q4	$17.1M	Buy	161,478 +1,729	+1%	+$180K	0.66%	47
2021 Q3	$15.6M	Buy	159,749 +4,058	+3%	+$417K	0.65%	45
2021 Q2	$15.9M	Buy	155,691 +45,228	+41%	+$4.63M	0.65%	47
2021 Q1	$10.9M	Buy	110,463 +29,912	+37%	+$2.74M	0.47%	58
2020 Q4	$7.13M	Buy	80,551 +8,365	+12%	+$705K	0.33%	72
2020 Q3	$5.56M	Buy	+72,186	New	+$5.4M	0.29%	75

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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 XLI Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,236 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #242.

Beacon Investment Advisory Services first reported a position in XLI in Q3 2020 and has held it in 12 quarters since. The position peaked at $17.1M in Q4 2021. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Beacon Investment Advisory Services held 1,236 shares of State Street Industrial Select Sector SPDR ETF worth $229K as of Q2 2026.
Beacon Investment Advisory Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #242 holding.
Beacon Investment Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
Beacon Investment Advisory Services's State Street Industrial Select Sector SPDR ETF position peaked at $17.1M in Q4 2021.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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