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

Benchmark Financial Wealth 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
2025 Q1	–	Sell	-73,591	Closed	-$10.1M	–	109
2024 Q4	$10.1M	Sell	73,591 -7,735	-10%	-$1.13M	3.24%	8
2024 Q3	$12.5M	Buy	81,326 +3,650	+5%	+$553K	4.18%	6
2024 Q2	$11.3M	Buy	77,676 +5,703	+8%	+$818K	4.19%	6
2024 Q1	$10.6M	Buy	71,973 +3,696	+5%	+$530K	4.06%	7
2023 Q4	$9.31M	Sell	68,277 -1,504	-2%	-$196K	4.01%	7
2023 Q3	$8.98M	Buy	69,781 +3,878	+6%	+$515K	4.22%	7
2023 Q2	$8.75M	Buy	65,903 +4,840	+8%	+$638K	4.06%	7
2023 Q1	$7.91M	Buy	61,063 +2,048	+3%	+$268K	4.06%	7
2022 Q4	$8.02M	Buy	59,015 +4,528	+8%	+$600K	4.36%	9
2022 Q3	$6.6M	Buy	54,487 +1,463	+3%	+$188K	3.88%	9
2022 Q2	$6.8M	Buy	53,024 +1,636	+3%	+$214K	3.48%	9
2022 Q1	$7.04M	Buy	51,388 +1,358	+3%	+$180K	2.99%	11
2021 Q4	$7.05M	Buy	50,030 +7,778	+18%	+$1.03M	2.95%	12
2021 Q3	$5.38M	Buy	42,252 +34,166	+423%	+$4.52M	2.56%	14
2021 Q2	$1.02M	Buy	8,086 +5,287	+189%	+$648K	0.49%	28
2021 Q1	$327K	Buy	+2,799	New	+$323K	0.18%	43

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benchmark Financial Wealth Advisors's XLV Position: Q1 2025 in Review

Benchmark Financial Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 73,591 shares — an estimated $10.1M sold.

Benchmark Financial Wealth Advisors first reported a position in XLV in Q1 2021 and held it in 16 quarters. The position peaked at $12.5M in Q3 2024. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Benchmark Financial Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 73,591 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $10.1M.
Benchmark Financial Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 16 quarters.
Benchmark Financial Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $12.5M in Q3 2024.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.