Hazlett, Burt & Watson’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hazlett, Burt & Watson’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	$439K	Buy	2,985 +3	+0.1%	+$463	0.14%	160
2025 Q4	$462K	Buy	2,982 +174	+6%	+$26.1K	0.15%	139
2025 Q3	$392K	Sell	2,808 -203	-7%	-$27.5K	0.14%	144
2025 Q2	$405K	Buy	3,011 +3	+0.1%	+$405	0.17%	124
2025 Q1	$439K	Sell	3,008 -69	-2%	-$10K	0.2%	108
2024 Q4	$424K	Buy	3,077 +57	+2%	+$8.34K	0.19%	117
2024 Q3	$466K	Sell	3,020 -97	-3%	-$14.7K	0.21%	110
2024 Q2	$452K	Buy	3,117 +3	+0.1%	+$430	0.23%	95
2024 Q1	$460K	Sell	3,114 -242	-7%	-$34.7K	0.28%	73
2023 Q4	$456K	Sell	3,356 -258	-7%	-$33.6K	0.31%	67
2023 Q3	$464K	Buy	3,614 +75	+2%	+$9.96K	0.35%	57
2023 Q2	$468K	Buy	3,539 +82	+2%	+$10.8K	0.35%	58
2023 Q1	$447K	Buy	3,457 +623	+22%	+$81.4K	0.37%	53
2022 Q4	$385K	Buy	2,834 +32	+1%	+$4.24K	0.34%	61
2022 Q3	$339K	Buy	2,802 +41	+1%	+$5.28K	0.33%	61
2022 Q2	$354K	Buy	2,761 +4	+0.1%	+$524	0.32%	63
2022 Q1	$378K	Buy	+2,757	New	+$365K	0.3%	67

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

Hazlett, Burt & Watson's XLV Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.1% in Q1 2026, buying an estimated $463 and bringing the position to 2,985 shares worth $439K. The position accounts for 0.14% of the portfolio, ranked #160.

Hazlett, Burt & Watson first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $468K in Q2 2023. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Hazlett, Burt & Watson held 2,985 shares of State Street Health Care Select Sector SPDR ETF worth $439K as of Q1 2026.
Hazlett, Burt & Watson bought 3 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $463.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #160 holding.
Hazlett, Burt & Watson first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's State Street Health Care Select Sector SPDR ETF position peaked at $468K in Q2 2023.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.