Beaton Management Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$547K Hold
3,729
0.24% 85
2025
Q4
$577K Buy
+3,729
New +$558K 0.25% 86

Other funds holding XLV

Beaton Management Company's XLV Position: Q1 2026 in Review

Beaton Management Company held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 3,729 shares worth $547K. The position accounts for 0.24% of the portfolio, ranked #85.

Beaton Management Company first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $577K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Beaton Management Company held 3,729 shares of State Street Health Care Select Sector SPDR ETF worth $547K as of Q1 2026.
  • Beaton Management Company left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.24% of Beaton Management Company's portfolio in Q1 2026, its #85 holding.
  • Beaton Management Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • Beaton Management Company's State Street Health Care Select Sector SPDR ETF position peaked at $577K in Q4 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.