James J. Burns & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

James J. Burns & Company’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	$208K	Buy	+1,309	New	+$195K	0.02%	155
2026 Q1	–	Sell	-1,309	Closed	-$203K	–	168
2025 Q4	$203K	Buy	+1,309	New	+$196K	0.03%	158

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

James J. Burns & Company's XLV Position: Q2 2026 in Review

James J. Burns & Company opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,309 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings. This is a return to the name: James J. Burns & Company previously reported a position in XLV as recently as Q4 2025.

James J. Burns & Company first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

James J. Burns & Company held 1,309 shares of State Street Health Care Select Sector SPDR ETF worth $208K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new James J. Burns & Company position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of James J. Burns & Company's portfolio in Q2 2026, its #155 holding.
James J. Burns & Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.