Beaumont Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beaumont Capital Management’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	$5.21M	Sell	32,840 -4,618	-12%	-$687K	6.03%	8
2026 Q1	$5.49M	Buy	37,458 +2,532	+7%	+$391K	6.78%	4
2025 Q4	$5.41M	Sell	34,926 -1,584	-4%	-$237K	6.67%	3
2025 Q3	$5.08M	Buy	+36,510	New	+$4.94M	3.37%	8
2025 Q2	–	Sell	-35,006	Closed	-$5.11M	–	69
2025 Q1	$5.11M	Buy	+35,006	New	+$5.09M	3.76%	10
2024 Q4	–	Sell	-40,295	Closed	-$6.21M	–	57
2024 Q3	$6.21M	Buy	40,295 +12,705	+46%	+$1.93M	4.56%	3
2024 Q2	$4.02M	Sell	27,590 -746	-3%	-$107K	3.14%	13
2024 Q1	$4.19M	Sell	28,336 -4,117	-13%	-$591K	3.08%	17
2023 Q4	$4.43M	Buy	+32,453	New	+$4.22M	3.36%	13
2023 Q1	–	Sell	-60,826	Closed	-$8.26M	–	55
2022 Q4	$8.26M	Buy	+60,826	New	+$8.06M	5.82%	4
2022 Q2	–	Sell	-51,036	Closed	-$6.99M	–	46
2022 Q1	$6.99M	Buy	51,036 +2,747	+6%	+$364K	4.5%	10
2021 Q4	$6.8M	Sell	48,289 -13,005	-21%	-$1.73M	3.93%	12
2021 Q3	$7.8M	Buy	61,294 +9,073	+17%	+$1.2M	6.69%	9
2021 Q2	$6.58M	Sell	52,221 -1,955	-4%	-$240K	6.47%	10
2021 Q1	$6.33M	Sell	54,176 -5,335	-9%	-$616K	6.28%	11
2020 Q4	$6.75M	Buy	+59,511	New	+$6.5M	6.75%	10

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

Beaumont Capital Management's XLV Position: Q2 2026 in Review

Beaumont Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $687K and leaving 32,840 shares worth $5.21M. The position accounts for 6.03% of the portfolio, ranked #8.

Beaumont Capital Management first reported a position in XLV in Q4 2020 and has held it in 16 quarters since. The position peaked at $8.26M in Q4 2022. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Beaumont Capital Management held 32,840 shares of State Street Health Care Select Sector SPDR ETF worth $5.21M as of Q2 2026.
Beaumont Capital Management sold 4,618 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $687K.
State Street Health Care Select Sector SPDR ETF made up 6.03% of Beaumont Capital Management's portfolio in Q2 2026, its #8 holding.
Beaumont Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Beaumont Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.26M in Q4 2022.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.