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

Benedict Financial 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
2026 Q2	$4.31M	Hold	27,148	–	–	0.84%	39
2026 Q1	$3.98M	Sell	27,148 -268	-1%	-$41.3K	0.83%	38
2025 Q4	$4.24M	Buy	27,416 +558	+2%	+$83.6K	0.89%	38
2025 Q3	$3.74M	Sell	26,858 -932	-3%	-$126K	0.81%	40
2025 Q2	$3.75M	Buy	27,790 +25	+0.1%	+$3.38K	0.85%	40
2025 Q1	$4.05M	Buy	27,765 +99	+0.4%	+$14.4K	0.94%	37
2024 Q4	$3.81M	Sell	27,666 -51	-0.2%	-$7.46K	0.92%	38
2024 Q3	$4.27M	Sell	27,717 -858	-3%	-$130K	1.01%	34
2024 Q2	$4.16M	Buy	28,575 +7	+0%	+$1K	1.06%	32
2024 Q1	$4.22M	Sell	28,568 -243	-0.8%	-$34.9K	1.07%	33
2023 Q4	$3.93M	Sell	28,811 -150	-0.5%	-$19.5K	1.07%	31
2023 Q3	$3.73M	Sell	28,961 -132	-0.5%	-$17.5K	1.08%	33
2023 Q2	$3.86M	Sell	29,093 -1,100	-4%	-$145K	1.06%	32
2023 Q1	$3.91M	Buy	30,193 +63	+0.2%	+$8.23K	1.1%	34
2022 Q4	$4.09M	Sell	30,130 -304	-1%	-$40.3K	1.22%	32
2022 Q3	$3.69M	Buy	30,434 +36	+0.1%	+$4.64K	1.18%	35
2022 Q2	$3.9M	Sell	30,398 -172	-0.6%	-$22.5K	1.15%	35
2022 Q1	$4.19M	Sell	30,570 -1,274	-4%	-$169K	1.12%	35
2021 Q4	$4.49M	Sell	31,844 -239	-0.7%	-$31.7K	1.17%	26
2021 Q3	$4.08M	Buy	32,083 +1,196	+4%	+$158K	1.14%	30
2021 Q2	$3.89M	Buy	30,887 +949	+3%	+$116K	1.08%	33
2021 Q1	$3.5M	Buy	+29,938	New	+$3.46M	1.01%	36

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Benedict Financial Advisors's XLV Position: Q2 2026 in Review

Benedict Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 27,148 shares worth $4.31M. The position accounts for 0.84% of the portfolio, ranked #39.

Benedict Financial Advisors first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.49M in Q4 2021. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Benedict Financial Advisors held 27,148 shares of State Street Health Care Select Sector SPDR ETF worth $4.31M as of Q2 2026.
Benedict Financial Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.84% of Benedict Financial Advisors's portfolio in Q2 2026, its #39 holding.
Benedict Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Benedict Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.49M in Q4 2021.
415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.