Burling Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Burling Wealth Partners’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	$267K	Hold	1,820	–	–	0.04%	162
2025 Q4	$282K	Hold	1,820	–	–	0.04%	165
2025 Q3	$253K	Hold	1,820	–	–	0.04%	163
2025 Q2	$245K	Hold	1,820	–	–	0.05%	165
2025 Q1	$266K	Hold	1,820	–	–	0.06%	146
2024 Q4	$250K	Buy	+1,820	New	+$266K	0.05%	154

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

Burling Wealth Partners's XLV Position: Q1 2026 in Review

Burling Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1,820 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #162.

Burling Wealth Partners first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Burling Wealth Partners held 1,820 shares of State Street Health Care Select Sector SPDR ETF worth $267K as of Q1 2026.
Burling Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Burling Wealth Partners's portfolio in Q1 2026, its #162 holding.
Burling Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $282K in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.