Beacon Financial Advisory LLC Select Sector Spdr Tr Communic Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,569 shares of XLC stock, worth $619,996. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,569

Previous 5,554 0.27%

Holding current value

$619,996

Previous $602,000 9.47%

% of portfolio

0.18%

Previous 0.18%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$105.99 - $119.41 $1,589 - $1,791	15 Added 0.27%	5,569 $659,000
Q2 2025 Jul 22, 2025	SELL	$86.13 - $108.53 $86 - $108	-1 Reduced 0.02%	5,554 $602,000
Q1 2025 Apr 24, 2025	BUY	$94.84 - $105.31 $21,528 - $23,905	227 Added 4.26%	5,555 $535,000
Q4 2024 Jan 27, 2025	BUY	$89.66 - $102.16 $50,119 - $57,107	559 Added 11.72%	5,328 $515,000
Q3 2024 Oct 30, 2024	BUY	$82.16 - $90.4 $8,133 - $8,949	99 Added 2.12%	4,769 $431,000

Q2 2024 Jul 26, 2024	SELL	$77.86 - $86.45 $59,952 - $66,566	-770 Reduced 14.15%	4,670 $400,000
Q1 2024 May 01, 2024	BUY	$71.74 - $81.82 $59,328 - $67,665	827 Added 17.93%	5,440 $444,000
Q4 2023 Jan 23, 2024	BUY	$63.09 - $73.1 $17,539 - $20,321	278 Added 6.41%	4,613 $335,000
Q3 2023 Oct 25, 2023	BUY	$64.88 - $68.81 $519 - $550	8 Added 0.18%	4,335 $284,000
Q2 2023 Jul 17, 2023	BUY	$56.13 - $65.3 $280 - $326	5 Added 0.12%	4,327 $281,000
Q1 2023 Apr 18, 2023	BUY	$48.61 - $59.39 $388 - $475	8 Added 0.19%	4,322 $250,000
Q4 2022 Jan 20, 2023	BUY	$45.41 - $51.94 $363 - $415	8 Added 0.19%	4,314 $0
Q3 2022 Oct 21, 2022	SELL	$47.89 - $59.89 $5,603 - $7,007	-117 Reduced 2.65%	4,306 $206,000
Q2 2022 Jul 25, 2022	BUY	$53.08 - $71.2 $424 - $569	8 Added 0.18%	4,423 $240,000
Q1 2022 Apr 27, 2022	BUY	$63.62 - $78.22 $572 - $703	9 Added 0.2%	4,415 $304,000
Q4 2021 Jan 21, 2022	SELL	$73.63 - $82.12 $40,201 - $44,837	-546 Reduced 11.03%	4,406 $342,000
Q3 2021 Nov 15, 2021	BUY	$79.63 - $86.05 $557 - $602	7 Added 0.14%	4,952 $397,000
Q2 2021 Jul 14, 2021	BUY	$74.58 - $81.56 $41,615 - $45,510	558 Added 12.72%	4,945 $400,000
Q1 2021 Apr 20, 2021	BUY	$65.08 - $76.02 $390 - $456	6 Added 0.14%	4,387 $322,000
Q4 2020 Jan 25, 2021	BUY	$58.74 - $67.48 $7,636 - $8,772	130 Added 3.06%	4,381 $295,000
Q3 2020 Oct 08, 2020	BUY	$55.2 - $65.14 $234,655 - $276,910	4,251 New	4,251 $252,000

Others Institutions Holding XLC

# of Institutions

1,304

Shares Held

210M

Call Options Held

1.73M

Put Options Held

2.03M

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About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
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Beacon Financial Advisory LLC Select Sector Spdr Tr Communic Transaction History