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Beacon Investment Advisory Services’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Beacon Investment Advisory Services’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-140
Closed -$14K – 850
2026
Q1 		$14K Buy
+140
New +$14.9K ﹤0.01% 602

Other funds holding XHS

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FGC
First Growth Capital Pikesville, Maryland $132M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Beacon Investment Advisory Services's XHS Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q2 2026, closing a stake of 140 shares — an estimated $14K sold.

Beacon Investment Advisory Services first reported a position in XHS in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 15 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 140 State Street SPDR S&P Health Care Services ETF shares in Q2 2026, an estimated $14K.
  • Beacon Investment Advisory Services first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's State Street SPDR S&P Health Care Services ETF position peaked at $14K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.