Benchmark Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Benchmark Capital Advisors’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
2018 Q4	$227K	Hold	2,620	–	–	0.23%	92
2018 Q3	$249K	Sell	2,620 -80	-3%	-$7.23K	0.19%	105
2018 Q2	$225K	Sell	2,700 -400	-13%	-$33.1K	0.17%	111
2018 Q1	$252K	Buy	3,100 +25	+0.8%	+$2.13K	0.2%	106
2017 Q4	$254K	Sell	3,075 -350	-10%	-$28.9K	0.2%	105
2017 Q3	$280K	Buy	3,425 +450	+15%	+$36.1K	0.22%	103
2017 Q2	$236K	Sell	2,975 -400	-12%	-$30.5K	0.19%	111
2017 Q1	$251K	Sell	3,375 -100	-3%	-$7.29K	0.2%	97
2016 Q4	$240K	Buy	3,475 +100	+3%	+$6.94K	0.2%	98
2016 Q3	$243K	Hold	3,375	–	–	0.18%	104
2016 Q2	$242K	Hold	3,375	–	–	0.2%	104
2016 Q1	$229K	Hold	3,375	–	–	0.2%	98
2015 Q4	$243K	Hold	3,375	–	–	0.21%	93
2015 Q3	$224K	Buy	3,375 +300	+10%	+$21.9K	0.18%	102
2015 Q2	$229K	Hold	3,075	–	–	0.16%	102
2015 Q1	$223K	Buy	3,075 +75	+3%	+$5.35K	0.15%	113
2014 Q4	$205K	Buy	+3,000	New	+$201K	0.14%	112
2013 Q3	–	Sell	-6,800	Closed	-$324K	–	142
2013 Q2	$324K	Buy	+6,800	New	+$326K	0.25%	103

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Benchmark Capital Advisors's XLV Position: Q4 2018 in Review

Benchmark Capital Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2018 at 2,620 shares worth $227K. The position accounts for 0.23% of the portfolio, ranked #92.

Benchmark Capital Advisors first reported a position in XLV in Q2 2013 and has held it in 18 quarters since. The position peaked at $324K in Q2 2013. 883 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

Benchmark Capital Advisors held 2,620 shares of State Street Health Care Select Sector SPDR ETF worth $227K as of Q4 2018.
Benchmark Capital Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2018.
State Street Health Care Select Sector SPDR ETF made up 0.23% of Benchmark Capital Advisors's portfolio in Q4 2018, its #92 holding.
Benchmark Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
Benchmark Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $324K in Q2 2013.
883 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.