Beacon Bridge Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,631
Closed -$679K 113
2026
Q1
$679K Buy
+4,631
New +$714K 0.23% 65
2025
Q3
Sell
-3,365
Closed -$454K 93
2025
Q2
$454K Buy
+3,365
New +$454K 0.18% 63
2024
Q3
Sell
-3,913
Closed -$570K 98
2024
Q2
$570K Buy
3,913
+679
+21% +$97.4K 0.26% 59
2024
Q1
$478K Buy
3,234
+547
+20% +$78.5K 0.23% 65
2023
Q4
$366K Buy
+2,687
New +$350K 0.18% 67

Other funds holding XLV

Beacon Bridge Wealth Partners's XLV Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 4,631 shares — an estimated $679K sold.

Beacon Bridge Wealth Partners first reported a position in XLV in Q4 2023 and held it in 5 quarters. The position peaked at $679K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Beacon Bridge Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 4,631 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $679K.
  • Beacon Bridge Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $679K in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.