Beacon Investment Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$482K Buy
2,530
+200
+9% +$34.2K 0.02% 188
2026
Q1
$310K Buy
2,330
+2
+0.1% +$282 0.01% 210
2025
Q4
$335K Buy
2,328
+870
+60% +$126K 0.01% 204
2025
Q3
$205K Sell
1,458
-202
-12% -$26.8K 0.01% 244
2025
Q2
$210K Buy
+1,660
New +$184K 0.01% 239

Other funds holding XLK

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

Beacon Investment Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.6% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,530 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #188.

Beacon Investment Advisory Services first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Beacon Investment Advisory Services held 2,530 shares of State Street Technology Select Sector SPDR ETF worth $482K as of Q2 2026.
  • Beacon Investment Advisory Services bought 200 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $34.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #188 holding.
  • Beacon Investment Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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