Beacon Financial Group Financial Sector Spdr Transaction History

Beacon Financial Group

$944 Million
Q3 2025

A detailed history of Beacon Financial Group transactions in Financial Sector Spdr stock. As of the latest transaction made, Beacon Financial Group holds 48,310 shares of XLF stock, worth $2.53 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

48,310

Previous 48,786 0.98%

Holding current value

$2.53 Million

Previous $2.55 Million 1.88%

% of portfolio

0.28%

Previous 0.28%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$51.37 - $54.25 $24,452 - $25,823	-476 Reduced 0.98%	48,310 $2.6 Million
Q2 2025 Jul 09, 2025	BUY	$43.92 - $52.37 $259,611 - $309,559	5,911 Added 13.79%	48,786 $2.55 Million
Q1 2025 Apr 10, 2025	SELL	$47.32 - $52.19 $211,473 - $233,237	-4,469 Reduced 9.44%	42,875 $2.11 Million
Q4 2024 Jan 29, 2025	BUY	$44.89 - $51.34 $1,032 - $1,180	23 Added 0.05%	47,344 $2.29 Million
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $25,198 - $28,221	-617 Reduced 1.29%	47,321 $2.14 Million

Q2 2024 Aug 06, 2024	BUY	$39.59 - $42.49 $197 - $212	5 Added 0.01%	47,938 $1.97 Million
Q1 2024 May 07, 2024	SELL	$37.27 - $42.12 $35,481 - $40,098	-952 Reduced 1.95%	47,933 $2.02 Million
Q4 2023 Feb 23, 2024	BUY	$31.45 - $37.72 $377 - $452	12 Added 0.02%	48,885 $1.84 Million
Q3 2023 Oct 16, 2023	SELL	$33.17 - $35.6 $30,184 - $32,396	-910 Reduced 1.83%	48,873 $1.68 Million
Q2 2023 Jul 20, 2023	SELL	$31.55 - $33.71 $14,229 - $15,203	-451 Reduced 0.9%	49,783 $1.66 Million
Q1 2023 Apr 14, 2023	BUY	$30.98 - $37.0 $35,781 - $42,735	1,155 Added 2.35%	50,234 $1.61 Million
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $37,953 - $45,496	1,253 Added 2.62%	49,079 $1.69 Million
Q3 2022 Oct 13, 2022	SELL	$30.36 - $35.81 $51,490 - $60,733	-1,696 Reduced 3.42%	47,826 $1.47 Million
Q2 2022 Jul 19, 2022	SELL	$30.84 - $38.22 $40,863 - $50,641	-1,325 Reduced 2.61%	49,522 $1.59 Million
Q1 2022 Apr 08, 2022	BUY	$35.66 - $41.42 $35 - $41	1 Added 0.0%	50,847 $1.99 Million
Q4 2021 Jan 07, 2022	BUY	$37.54 - $40.62 $37 - $40	1 Added 0.0%	50,846 $2.01 Million
Q3 2021 Oct 13, 2021	BUY	$35.11 - $39.0 $30,967 - $34,398	882 Added 1.77%	50,845 $1.94 Million
Q2 2021 Jul 26, 2021	SELL	$34.47 - $38.47 $12,684 - $14,156	-368 Reduced 0.73%	49,963 $1.8 Million
Q4 2020 Jan 15, 2021	SELL	$23.61 - $29.48 $35,603 - $44,455	-1,508 Reduced 2.91%	50,331 $1.59 Million
Q3 2020 Oct 13, 2020	SELL	$22.68 - $25.49 $14,265 - $16,033	-629 Reduced 1.2%	51,839 $1.25 Million
Q2 2020 Aug 05, 2020	SELL	$19.55 - $26.74 $9,618 - $13,156	-492 Reduced 0.93%	52,468 $1.2 Million
Q1 2020 Jun 29, 2020	SELL	$17.66 - $31.17 $77,986 - $137,646	-4,416 Reduced 7.7%	52,960 $1.13 Million
Q4 2019 Jan 17, 2020	BUY	$26.78 - $30.94 $16,603 - $19,182	620 Added 1.09%	57,376 $1.77 Million
Q3 2019 Oct 15, 2019	SELL	$27.86 - $28.52 $34,323 - $35,136	-1,232 Reduced 2.12%	56,756 $1.59 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-3,209 Reduced 5.24%	57,988 $1.6 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-13,032 Reduced 17.56%	61,197 $1.57 Million
Q4 2018 Jan 16, 2019	BUY	N/A	74,229 New	74,229 $1.75 Million

Others Institutions Holding XLF

# of Institutions

2,163

Shares Held

765M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Account

Beacon Financial Group Financial Sector Spdr Transaction History