Beaumont Capital Management’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
$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

Beaumont Capital Management's XLV Position: Q1 2026 in Review

Beaumont Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.2% in Q1 2026, buying an estimated $391K and bringing the position to 37,458 shares worth $5.49M. The position accounts for 6.78% of the portfolio, ranked #4.

Beaumont Capital Management first reported a position in XLV in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.26M in Q4 2022. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Beaumont Capital Management held 37,458 shares of State Street Health Care Select Sector SPDR ETF worth $5.49M as of Q1 2026.
  • Beaumont Capital Management bought 2,532 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $391K.
  • State Street Health Care Select Sector SPDR ETF made up 6.78% of Beaumont Capital Management's portfolio in Q1 2026, its #4 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 15 quarters since.
  • Beaumont Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.26M in Q4 2022.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.