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Burkett Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Burkett Financial Services’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
2025
Q3 		– Sell
-19
Closed -$2.57K – 240
2025
Q2 		$2.57K Hold
19
– – ﹤0.01% 194
2025
Q1 		$2.77K Buy
+19
New +$2.76K ﹤0.01% 210

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nissay Asset Management
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Burkett Financial Services's XLV Position: Q3 2025 in Review

Burkett Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 19 shares — an estimated $2.57K sold.

Burkett Financial Services first reported a position in XLV in Q1 2025 and held it in 2 quarters. The position peaked at $2.77K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Burkett Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 19 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $2.57K.
  • Burkett Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Burkett Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $2.77K in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.