BEI
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Benjamin Edwards Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Benjamin Edwards Inc’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
Q1 		$9.22M Buy
62,874
+5,660
+10% +$873K 0.09% 229
2025
Q4 		$8.86M Buy
57,214
+31,053
+119% +$4.65M 0.1% 212
2025
Q3 		$3.64M Sell
26,161
-2,317
-8% -$314K 0.04% 363
2025
Q2 		$3.84M Sell
28,478
-6,974
-20% -$942K 0.05% 323
2025
Q1 		$5.18M Buy
35,452
+5,918
+20% +$860K 0.07% 257
2024
Q4 		$4.06M Sell
29,534
-17,118
-37% -$2.5M 0.06% 294
2024
Q3 		$7.19M Buy
46,652
+46,198
+10,176% +$7M 0.1% 206
2024
Q2 		$66K Buy
454
+2
+0.4% +$287 0.01% 466
2024
Q1 		$67K Buy
452
+2
+0.4% +$287 0.01% 451
2023
Q4 		$61K Buy
450
+2
+0.4% +$260 0.01% 460
2023
Q3 		$58K Buy
448
+1
+0.2% +$133 0.01% 442
2023
Q2 		$59K Sell
447
-32
-7% -$4.22K 0.01% 448
2023
Q1 		$62K Sell
479
-4,150
-90% -$542K 0.02% 434
2022
Q4 		$629K Buy
4,629
+254
+6% +$33.7K 0.17% 156
2022
Q3 		$530K Buy
4,375
+455
+12% +$58.6K 0.16% 163
2022
Q2 		$503K Buy
3,920
+1,413
+56% +$185K 0.15% 172
2022
Q1 		$343K Buy
2,507
+2,037
+433% +$270K 0.1% 209
2021
Q4 		$66K Buy
470
+35
+8% +$4.65K 0.02% 397
2021
Q3 		$55K Buy
435
+2
+0.5% +$264 0.03% 290
2021
Q2 		$55K Buy
433
+2
+0.5% +$245 0.04% 266
2021
Q1 		$50K Buy
+431
New +$49.8K 0.04% 253
2020
Q4 		– Sell
-525
Closed -$55K – 388
2020
Q3 		$55K Sell
525
-19
-3% -$2K 0.05% 212
2020
Q2 		$54K Sell
544
-2,067
-79% -$204K 0.05% 196
2020
Q1 		$231K Buy
2,611
+330
+14% +$32.1K 0.24% 114
2019
Q4 		$232K Buy
+2,281
New +$219K 0.47% 47
2019
Q2 		– Sell
-1,209
Closed -$111K – 328
2019
Q1 		$111K Buy
+1,209
New +$109K 0.53% 48

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Benjamin Edwards Inc's XLV Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.9% in Q1 2026, buying an estimated $873K and bringing the position to 62,874 shares worth $9.22M. The position accounts for 0.09% of the portfolio, ranked #229.

Benjamin Edwards Inc first reported a position in XLV in Q1 2019 and has held it in 26 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Benjamin Edwards Inc held 62,874 shares of State Street Health Care Select Sector SPDR ETF worth $9.22M as of Q1 2026.
  • Benjamin Edwards Inc bought 5,660 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $873K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q1 2026, its #229 holding.
  • Benjamin Edwards Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.