Beacon Pointe Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beacon Pointe Advisors’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	$7.51M	Sell	47,304 -54,259	-53%	-$8.07M	0.03%	413
2026 Q1	$14.9M	Buy	101,563 +67,048	+194%	+$10.3M	0.08%	230
2025 Q4	$5.34M	Buy	34,515 +3,144	+10%	+$471K	0.04%	367
2025 Q3	$4.37M	Sell	31,371 -6,833	-18%	-$925K	0.04%	386
2025 Q2	$5.15M	Sell	38,204 -6,532	-15%	-$882K	0.05%	302
2025 Q1	$6.53M	Sell	44,736 -10,009	-18%	-$1.45M	0.07%	243
2024 Q4	$7.53M	Sell	54,745 -6,447	-11%	-$943K	0.08%	203
2024 Q3	$9.42M	Buy	61,192 +1,248	+2%	+$189K	0.11%	171
2024 Q2	$8.74M	Buy	59,944 +1,568	+3%	+$225K	0.1%	179
2024 Q1	$8.62M	Buy	58,376 +4,007	+7%	+$575K	0.1%	193
2023 Q4	$7.42M	Buy	54,369 +851	+2%	+$111K	0.09%	206
2023 Q3	$6.89M	Buy	53,518 +22,267	+71%	+$2.96M	0.09%	211
2023 Q2	$4.15M	Sell	31,251 -975	-3%	-$129K	0.07%	242
2023 Q1	$4.17M	Buy	32,226 +15,765	+96%	+$2.06M	0.07%	247
2022 Q4	$2.24M	Buy	16,461 +2,489	+18%	+$330K	0.04%	338
2022 Q3	$1.69M	Buy	13,972 +168	+1%	+$21.6K	0.04%	346
2022 Q2	$1.77M	Sell	13,804 -330	-2%	-$43.3K	0.04%	352
2022 Q1	$1.94M	Buy	14,134 +4,623	+49%	+$612K	0.03%	458
2021 Q4	$1.34M	Sell	9,511 -2,172	-19%	-$288K	0.03%	325
2021 Q3	$1.49M	Buy	11,683 +5,053	+76%	+$668K	0.04%	330
2021 Q2	$835K	Sell	6,630 -94	-1%	-$11.5K	0.03%	374
2021 Q1	$786K	Sell	6,724 -711	-10%	-$82.1K	0.05%	234
2020 Q4	$843K	Buy	7,435 +614	+9%	+$67K	0.06%	218
2020 Q3	$720K	Buy	6,821 +633	+10%	+$66.6K	0.07%	197
2020 Q2	$620K	Buy	6,188 +3,187	+106%	+$315K	0.06%	205
2020 Q1	$265K	Sell	3,001 -769	-20%	-$74.7K	0.04%	247
2019 Q4	$384K	Buy	+3,770	New	+$362K	0.12%	147
2019 Q3	–	Sell	-2,904	Closed	-$268K	–	206
2019 Q2	$268K	Buy	+2,904	New	+$261K	0.1%	168

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 Pointe Advisors's XLV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 53% in Q2 2026, selling an estimated $8.07M and leaving 47,304 shares worth $7.51M. The position accounts for 0.03% of the portfolio, ranked #413.

Beacon Pointe Advisors first reported a position in XLV in Q2 2019 and has held it in 28 quarters since. The position peaked at $14.9M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Beacon Pointe Advisors held 47,304 shares of State Street Health Care Select Sector SPDR ETF worth $7.51M as of Q2 2026.
Beacon Pointe Advisors sold 54,259 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.07M.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #413 holding.
Beacon Pointe Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Beacon Pointe Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $14.9M in Q1 2026.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.