Beacon Investment Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beacon Investment Advisory Services’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
2026 Q2	$54.7K	Buy	345 +145	+73%	+$21.6K	﹤0.01%	425
2026 Q1	$29.3K	Buy	+200	New	+$30.9K	﹤0.01%	502

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Beacon Investment Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 73% in Q2 2026, buying an estimated $21.6K and bringing the position to 345 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Beacon Investment Advisory Services first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Beacon Investment Advisory Services held 345 shares of State Street Health Care Select Sector SPDR ETF worth $54.7K as of Q2 2026.
Beacon Investment Advisory Services bought 145 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $21.6K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #425 holding.
Beacon Investment Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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