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 Q2	$474K	Buy	2,988 +3	+0.1%	+$446	0.13%	160
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 $1.55T 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

Hazlett, Burt & Watson's XLV Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.1% in Q2 2026, buying an estimated $446 and bringing the position to 2,988 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #160.

Hazlett, Burt & Watson first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Hazlett, Burt & Watson held 2,988 shares of State Street Health Care Select Sector SPDR ETF worth $474K as of Q2 2026.
Hazlett, Burt & Watson bought 3 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $446.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Hazlett, Burt & Watson's portfolio in Q2 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 18 quarters since.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.