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

Beaumont Capital 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	$5.24M	Buy	+97,770	New	+$5.08M	6.07%	6
2025 Q2	–	Sell	-108,495	Closed	-$5.4M	–	68
2025 Q1	$5.4M	Sell	108,495 -12,009	-10%	-$602K	3.98%	3
2024 Q4	$5.82M	Buy	120,504 +15,613	+15%	+$755K	4.49%	4
2024 Q3	$4.75M	Buy	104,891 +5,707	+6%	+$249K	3.49%	13
2024 Q2	$4.08M	Sell	99,184 -2,962	-3%	-$122K	3.19%	10
2024 Q1	$4.3M	Sell	102,146 -16,306	-14%	-$644K	3.17%	10
2023 Q4	$4.45M	Buy	+118,452	New	+$4.1M	3.38%	12
2023 Q1	–	Sell	-237,340	Closed	-$8.12M	–	52
2022 Q4	$8.12M	Buy	+237,340	New	+$8.03M	5.72%	7
2022 Q1	–	Sell	-174,226	Closed	-$6.8M	–	52
2021 Q4	$6.8M	Sell	174,226 -33,682	-16%	-$1.32M	3.93%	10
2021 Q3	$7.8M	Buy	207,908 +28,643	+16%	+$1.07M	6.69%	6
2021 Q2	$6.58M	Sell	179,265 -6,477	-3%	-$237K	6.47%	6
2021 Q1	$6.33M	Sell	185,742 -43,257	-19%	-$1.39M	6.28%	8
2020 Q4	$6.75M	Buy	+228,999	New	+$6.13M	6.75%	8

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

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

Beaumont Capital Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 97,770 shares worth $5.24M. The stake represents 6.07% of the portfolio and ranks #6 among its holdings. This is a return to the name: Beaumont Capital Management previously reported a position in XLF as recently as Q1 2025.

Beaumont Capital Management first reported a position in XLF in Q4 2020 and has held it in 13 quarters since. The position peaked at $8.12M in Q4 2022. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Beaumont Capital Management held 97,770 shares of State Street Financial Select Sector SPDR ETF worth $5.24M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Beaumont Capital Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 6.07% of Beaumont Capital Management's portfolio in Q2 2026, its #6 holding.
Beaumont Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
Beaumont Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $8.12M in Q4 2022.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.