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

Benchmark Investment 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	$215K	Sell	1,470 -273	-16%	-$39.7K	0.14%	85
2024 Q4	$240K	Sell	1,743 -102	-6%	-$14.9K	0.16%	80
2024 Q3	$284K	Sell	1,845 -30	-2%	-$4.55K	0.2%	72
2024 Q2	$273K	Sell	1,875 -230	-11%	-$33K	0.2%	77
2024 Q1	$311K	Sell	2,105 -2,600	-55%	-$373K	0.25%	74
2023 Q4	$642K	Buy	4,705 +226	+5%	+$29.4K	0.59%	46
2023 Q3	$577K	Sell	4,479 -519	-10%	-$68.9K	0.58%	48
2023 Q2	$663K	Sell	4,998 -666	-12%	-$87.8K	0.61%	47
2023 Q1	$733K	Sell	5,664 -334	-6%	-$43.6K	0.75%	45
2022 Q4	$815K	Buy	5,998 +372	+7%	+$49.3K	0.86%	42
2022 Q3	$681K	Buy	5,626 +509	+10%	+$65.6K	0.73%	46
2022 Q2	$656K	Buy	5,117 +2,590	+102%	+$339K	0.68%	48
2022 Q1	$346K	Buy	+2,527	New	+$335K	0.26%	95

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 Investment Advisors's XLV Position: Q1 2025 in Review

Benchmark Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q1 2025, selling an estimated $39.7K and leaving 1,470 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #85.

Benchmark Investment Advisors first reported a position in XLV in Q1 2022 and has held it in 13 quarters since. The position peaked at $815K in Q4 2022. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Benchmark Investment Advisors held 1,470 shares of State Street Health Care Select Sector SPDR ETF worth $215K as of Q1 2025.
Benchmark Investment Advisors sold 273 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $39.7K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Benchmark Investment Advisors's portfolio in Q1 2025, its #85 holding.
Benchmark Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Benchmark Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $815K in Q4 2022.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.