Beta Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beta Wealth Group’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	$293K	Buy	+2,000	New	+$309K	0.12%	103
2025 Q1	–	Sell	-11,400	Closed	-$1.57M	–	122
2024 Q4	$1.57M	Buy	+11,400	New	+$1.67M	0.69%	35

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beta Wealth Group's XLV Position: Q1 2026 in Review

Beta Wealth Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 2,000 shares worth $293K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings. This is a return to the name: Beta Wealth Group previously reported a position in XLV as recently as Q4 2024.

Beta Wealth Group first reported a position in XLV in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Beta Wealth Group held 2,000 shares of State Street Health Care Select Sector SPDR ETF worth $293K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Beta Wealth Group position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Beta Wealth Group's portfolio in Q1 2026, its #103 holding.
Beta Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
Beta Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.57M in Q4 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.