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
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: Q1 2026 in Review

Beacon Bridge Wealth Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 4,631 shares worth $679K. The stake represents 0.23% of the portfolio and ranks #65 among its holdings. This is a return to the name: Beacon Bridge Wealth Partners previously reported a position in XLV as recently as Q2 2025.

Beacon Bridge Wealth Partners first reported a position in XLV in Q4 2023 and has held it in 5 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Beacon Bridge Wealth Partners held 4,631 shares of State Street Health Care Select Sector SPDR ETF worth $679K as of Q1 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Beacon Bridge Wealth Partners position in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.23% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Beacon Bridge Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.