Beacon Financial Advisory LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1800502
Cleveland, OH
Position in XLB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$377,223
+$58,549 QoQ
Shares Held
7,549
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,223 | 7,549 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $318,674 | 7,027 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $314,476 | 3,509 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $307,510 | 3,502 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $328,529 | 3,821 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $320,573 | 3,810 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $365,954 | 3,797 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $334,429 | 3,787 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $350,659 | 3,775 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $329,756 | 3,855 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $293,934 | 3,742 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $274,631 | 3,314 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $266,419 | 3,303 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $206,939 | 2,664 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $233,509 | 2,649 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $239,935 | 2,648 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $209,325 | 2,646 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $225,858 | 2,744 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $216,069 | 2,742 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||