Beacon Financial Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
NAM
Beacon Financial Advisory's XLV Position: Q2 2025 in Review
Beacon Financial Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,782 shares — an estimated $260K sold.
Beacon Financial Advisory first reported a position in XLV in Q4 2023 and held it in 5 quarters. The position peaked at $279K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.
- Beacon Financial Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Beacon Financial Advisory sold 1,782 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $260K.
- Beacon Financial Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
- Beacon Financial Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $279K in Q3 2024.
- 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.
Based on Beacon Financial Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.