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Beaumont Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Beaumont Asset Management’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 		$842K Sell
15,708
-85
-0.5% -$4.42K 0.33% 47
2026
Q1 		$780K Buy
15,793
+191
+1% +$9.95K 0.35% 43
2025
Q4 		$855K Sell
15,602
-214
-1% -$11.4K 0.43% 38
2025
Q3 		$852K Buy
15,816
+79
+0.5% +$4.19K 0.43% 40
2025
Q2 		$824K Buy
15,737
+132
+0.8% +$6.53K 0.44% 39
2025
Q1 		$777K Buy
15,605
+235
+2% +$11.8K 0.47% 38
2024
Q4 		$743K Sell
15,370
-377
-2% -$18.2K 0.43% 36
2024
Q3 		$714K Buy
15,747
+125
+0.8% +$5.45K 0.42% 39
2024
Q2 		$642K Buy
15,622
+147
+0.9% +$6.05K 0.41% 40
2024
Q1 		$652K Buy
15,475
+802
+5% +$31.7K 0.43% 43
2023
Q4 		$552K Sell
14,673
-4,908
-25% -$170K 0.39% 45
2023
Q3 		$650K Sell
19,581
-115
-0.6% -$3.96K 0.53% 37
2023
Q2 		$664K Sell
19,696
-370
-2% -$12.1K 0.5% 40
2023
Q1 		$645K Buy
+20,066
New +$697K 0.47% 41

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Beaumont Asset Management's XLF Position: Q2 2026 in Review

Beaumont Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.54% in Q2 2026, selling an estimated $4.42K and leaving 15,708 shares worth $842K. The position accounts for 0.33% of the portfolio, ranked #47.

Beaumont Asset Management first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $855K in Q4 2025. 538 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Beaumont Asset Management held 15,708 shares of State Street Financial Select Sector SPDR ETF worth $842K as of Q2 2026.
  • Beaumont Asset Management sold 85 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.42K.
  • State Street Financial Select Sector SPDR ETF made up 0.33% of Beaumont Asset Management's portfolio in Q2 2026, its #47 holding.
  • Beaumont Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • Beaumont Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $855K in Q4 2025.
  • 538 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.