Carret Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Carret Asset Management's XLV Position: Q1 2026 in Review

Carret Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.2% in Q1 2026, buying an estimated $66K and bringing the position to 5,077 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #170.

Carret Asset Management first reported a position in XLV in Q2 2021 and has held it in 20 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

• Carret Asset Management held 5,077 shares of State Street Health Care Select Sector SPDR ETF worth $744K as of Q1 2026.
• Carret Asset Management bought 428 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $66K.
• State Street Health Care Select Sector SPDR ETF made up 0.07% of Carret Asset Management's portfolio in Q1 2026, its #170 holding.
• Carret Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
• 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.