Beacon Investment Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Hold	2,855	–	–	﹤0.01%	299
2026 Q1	$131K	Sell	2,855 -2,175	-43%	-$97.6K	0.01%	295
2025 Q4	$215K	Buy	+5,030	New	+$223K	0.01%	252
2019 Q1	–	Sell	-9,400	Closed	-$249K	–	259
2018 Q4	$249K	Hold	9,400	–	–	0.03%	229
2018 Q3	$247K	Hold	9,400	–	–	0.02%	237
2018 Q2	$244K	Hold	9,400	–	–	0.02%	232
2018 Q1	$237K	Buy	+9,400	New	+$235K	0.02%	234

Other funds holding XLU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Beacon Investment Advisory Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,855 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Beacon Investment Advisory Services first reported a position in XLU in Q1 2018 and has held it in 7 quarters since. The position peaked at $249K in Q4 2018. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Beacon Investment Advisory Services held 2,855 shares of State Street Utilities Select Sector SPDR ETF worth $129K as of Q2 2026.
Beacon Investment Advisory Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #299 holding.
Beacon Investment Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 7 quarters since.
Beacon Investment Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $249K in Q4 2018.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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