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Beacon Capital Management LLC (Tennessee)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,002
Closed -$135K – 1037
2025
Q2 		$135K Sell
1,002
-315
-24% -$42.5K 0.02% 166
2025
Q1 		$192K Buy
1,317
+212
+19% +$30.8K 0.03% 124
2024
Q4 		$152K Sell
1,105
-159
-13% -$23.3K 0.02% 140
2024
Q3 		$195K Buy
1,264
+93
+8% +$14.1K 0.03% 124
2024
Q2 		$171K Sell
1,171
-64
-5% -$9.18K 0.03% 115
2024
Q1 		$182K Buy
1,235
+421
+52% +$60.4K 0.04% 111
2023
Q4 		$105K Buy
814
+93
+13% +$12.1K 0.03% 139
2023
Q3 		$95.7K Hold
721
– – 0.03% 156
2023
Q2 		$95.7K Hold
721
– – 0.03% 156
2023
Q1 		$93.3K Sell
721
-33
-4% -$4.31K 0.03% 149
2022
Q4 		$102K Buy
754
+85
+13% +$11.3K 0.03% 138
2022
Q3 		$86K Buy
669
+25
+4% +$3.22K 0.03% 157
2022
Q2 		$88K Hold
644
– – 0.02% 169
2022
Q1 		$88K Buy
+644
New +$85.3K 0.02% 170

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XLV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,002 shares — an estimated $135K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XLV in Q1 2022 and held it in 14 quarters. The position peaked at $195K in Q3 2024. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,002 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $135K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s State Street Health Care Select Sector SPDR ETF position peaked at $195K in Q3 2024.
  • 1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.