Burnham & Co LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Burnham & Co LLC’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	$140K	Buy	+883	New	+$131K	0.11%	73

Other funds holding XLV

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Burnham & Co LLC's XLV Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 883 shares worth $140K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings.

1,629 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Burnham & Co LLC held 883 shares of State Street Health Care Select Sector SPDR ETF worth $140K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Burnham & Co LLC position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Burnham & Co LLC's portfolio in Q2 2026, its #73 holding.
1,629 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.