Beacon Pointe Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Beacon Pointe Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.88M	Buy	165,730 +8,251	+5%	+$429K	0.04%	373
2026 Q1	$7.77M	Buy	157,479 +74,355	+89%	+$3.87M	0.04%	372
2025 Q4	$4.55M	Buy	83,124 +6,579	+9%	+$351K	0.03%	409
2025 Q3	$4.12M	Sell	76,545 -19,284	-20%	-$1.02M	0.03%	395
2025 Q2	$5.02M	Sell	95,829 -4,128	-4%	-$204K	0.05%	308
2025 Q1	$4.98M	Buy	99,957 +8,752	+10%	+$439K	0.06%	299
2024 Q4	$4.41M	Buy	91,205 +9,066	+11%	+$438K	0.05%	310
2024 Q3	$3.72M	Sell	82,139 -7,262	-8%	-$317K	0.04%	346
2024 Q2	$3.68M	Sell	89,401 -12,942	-13%	-$533K	0.04%	342
2024 Q1	$4.31M	Buy	102,343 +14,836	+17%	+$586K	0.05%	323
2023 Q4	$3.29M	Buy	87,507 +284	+0.3%	+$9.83K	0.04%	376
2023 Q3	$2.89M	Buy	87,223 +33,074	+61%	+$1.14M	0.04%	380
2023 Q2	$1.83M	Sell	54,149 -19,494	-26%	-$636K	0.03%	401
2023 Q1	$2.37M	Buy	73,643 +13,040	+22%	+$453K	0.04%	362
2022 Q4	$2.07M	Buy	60,603 +6,039	+11%	+$204K	0.04%	350
2022 Q3	$1.66M	Sell	54,564 -2,329	-4%	-$77K	0.04%	351
2022 Q2	$1.79M	Buy	56,893 +5,890	+12%	+$204K	0.04%	347
2022 Q1	$1.95M	Buy	51,003 +14,373	+39%	+$562K	0.03%	453
2021 Q4	$1.43M	Sell	36,630 -7,052	-16%	-$277K	0.04%	311
2021 Q3	$1.64M	Buy	43,682 +29,250	+203%	+$1.09M	0.04%	314
2021 Q2	$530K	Buy	14,432 +4,305	+43%	+$157K	0.02%	467
2021 Q1	$345K	Sell	10,127 -1,611	-14%	-$51.7K	0.02%	358
2020 Q4	$347K	Buy	11,738 +1,185	+11%	+$31.7K	0.02%	337
2020 Q3	$254K	Buy	10,553 +595	+6%	+$14.5K	0.02%	325
2020 Q2	$230K	Sell	9,958 -2,529	-20%	-$57.4K	0.02%	343
2020 Q1	$260K	Sell	12,487 -2,414	-16%	-$66.5K	0.04%	249
2019 Q4	$457K	Buy	14,901 +5,283	+55%	+$155K	0.14%	136
2019 Q3	$270K	Buy	9,618 +871	+10%	+$24K	0.12%	141
2019 Q2	$241K	Buy	+8,747	New	+$237K	0.09%	174

Other funds holding XLF

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Pointe Advisors's XLF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.2% in Q2 2026, buying an estimated $429K and bringing the position to 165,730 shares worth $8.88M. The position accounts for 0.04% of the portfolio, ranked #373.

Beacon Pointe Advisors first reported a position in XLF in Q2 2019 and has held it in 29 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Beacon Pointe Advisors held 165,730 shares of State Street Financial Select Sector SPDR ETF worth $8.88M as of Q2 2026.
Beacon Pointe Advisors bought 8,251 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $429K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #373 holding.
Beacon Pointe Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.