BPA
XLV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beacon Pointe Advisors's XLV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 194% in Q1 2026, buying an estimated $10.3M and bringing the position to 101,563 shares worth $14.9M. The position accounts for 0.08% of the portfolio, ranked #230.

Beacon Pointe Advisors first reported a position in XLV in Q2 2019 and has held it in 27 quarters since. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Beacon Pointe Advisors held 101,563 shares of State Street Health Care Select Sector SPDR ETF worth $14.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 67,048 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $10.3M.
  • State Street Health Care Select Sector SPDR ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #230 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 27 quarters since.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.