Burford Brothers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Burford Brothers’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	$689K	Sell	4,342 -40	-0.9%	-$5.95K	0.25%	88
2026 Q1	$642K	Sell	4,382 -16	-0.4%	-$2.47K	0.26%	90
2025 Q4	$681K	Buy	4,398 +16	+0.4%	+$2.4K	0.28%	87
2025 Q3	$610K	Buy	4,382 +115	+3%	+$15.6K	0.26%	94
2025 Q2	$575K	Sell	4,267 -662	-13%	-$89.4K	0.26%	91
2025 Q1	$720K	Sell	4,929 -517	-9%	-$75.1K	0.35%	73
2024 Q4	$749K	Buy	5,446 +678	+14%	+$99.2K	0.37%	64
2024 Q3	$734K	Sell	4,768 -1,387	-23%	-$210K	0.38%	64
2024 Q2	$897K	Buy	6,155 +357	+6%	+$51.2K	0.52%	46
2024 Q1	$857K	Sell	5,798 -333	-5%	-$47.8K	0.56%	44
2023 Q4	$836K	Buy	+6,131	New	+$798K	0.59%	44

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

Burford Brothers's XLV Position: Q2 2026 in Review

Burford Brothers reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.91% in Q2 2026, selling an estimated $5.95K and leaving 4,342 shares worth $689K. The position accounts for 0.25% of the portfolio, ranked #88.

Burford Brothers first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $897K in Q2 2024. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Burford Brothers held 4,342 shares of State Street Health Care Select Sector SPDR ETF worth $689K as of Q2 2026.
Burford Brothers sold 40 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.95K.
State Street Health Care Select Sector SPDR ETF made up 0.25% of Burford Brothers's portfolio in Q2 2026, its #88 holding.
Burford Brothers first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's State Street Health Care Select Sector SPDR ETF position peaked at $897K in Q2 2024.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.