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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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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. 69 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.
  • 69 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.