Beutel, Goodman & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beutel, Goodman & Co’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	$337K	Sell	2,302 -540	-19%	-$83.3K	﹤0.01%	121
2025 Q4	$439K	Sell	2,842 -250	-8%	-$37.4K	﹤0.01%	114
2025 Q3	$430K	Sell	3,092 -800	-21%	-$108K	﹤0.01%	112
2025 Q2	$524K	Sell	3,892 -730	-16%	-$98.6K	﹤0.01%	109
2025 Q1	$674K	Buy	+4,622	New	+$671K	﹤0.01%	111

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

Beutel, Goodman & Co's XLV Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q1 2026, selling an estimated $83.3K and leaving 2,302 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Beutel, Goodman & Co first reported a position in XLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $674K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Beutel, Goodman & Co held 2,302 shares of State Street Health Care Select Sector SPDR ETF worth $337K as of Q1 2026.
Beutel, Goodman & Co sold 540 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $83.3K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Beutel, Goodman & Co's portfolio in Q1 2026, its #121 holding.
Beutel, Goodman & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Beutel, Goodman & Co's State Street Health Care Select Sector SPDR ETF position peaked at $674K in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.