Bessemer Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bessemer Group’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	$3.4M	Buy	23,203 +1,088	+5%	+$168K	0.01%	628
2025 Q4	$3.42M	Sell	22,115 -2,094	-9%	-$314K	0.01%	566
2025 Q3	$3.37M	Sell	24,209 -2,133	-8%	-$289K	0.01%	405
2025 Q2	$3.55M	Buy	26,342 +11,514	+78%	+$1.55M	0.01%	396
2025 Q1	$2.17M	Buy	14,828 +142	+1%	+$20.6K	﹤0.01%	460
2024 Q4	$2.02M	Sell	14,686 -1,619,790	-99%	-$237M	﹤0.01%	644
2024 Q3	$252M	Buy	1,634,476 +695,520	+74%	+$105M	0.41%	56
2024 Q2	$137M	Sell	938,956 -472,117	-33%	-$67.7M	0.24%	112
2024 Q1	$208M	Sell	1,411,073 -1,452,370	-51%	-$208M	0.38%	71
2023 Q4	$391M	Sell	2,863,443 -141,640	-5%	-$18.4M	0.76%	27
2023 Q3	$387M	Sell	3,005,083 -277,179	-8%	-$36.8M	0.85%	25
2023 Q2	$436M	Buy	3,282,262 +744,501	+29%	+$98.1M	0.92%	21
2023 Q1	$329M	Sell	2,537,761 -409,862	-14%	-$53.5M	0.78%	26
2022 Q4	$400M	Buy	2,947,623 +986,269	+50%	+$131M	0.98%	18
2022 Q3	$238M	Sell	1,961,354 -3,659,177	-65%	-$471M	0.62%	37
2022 Q2	$721M	Buy	5,620,531 +3,795,110	+208%	+$497M	1.8%	8
2022 Q1	$250M	Buy	1,825,421 +918,444	+101%	+$122M	0.52%	47
2021 Q4	$128M	Sell	906,977 -328,300	-27%	-$43.6M	0.26%	122
2021 Q3	$157M	Buy	1,235,277 +480,928	+64%	+$63.6M	0.34%	94
2021 Q2	$95M	Buy	754,349 +3,765	+0.5%	+$461K	0.21%	148
2021 Q1	$87.6M	Sell	750,584 -7,714	-1%	-$890K	0.21%	146
2020 Q4	$86M	Sell	758,298 -2,744,015	-78%	-$300M	0.23%	127
2020 Q3	$369M	Sell	3,502,313 -12,238	-0.3%	-$1.29M	1.09%	20
2020 Q2	$352M	Buy	3,514,551 +1,394,871	+66%	+$138M	1.11%	18
2020 Q1	$188M	Buy	2,119,680 +72,224	+4%	+$7.02M	0.76%	30
2019 Q4	$209M	Buy	+2,047,456	New	+$197M	0.68%	34
2019 Q3	–	Sell	-642	Closed	-$59K	–	1836
2019 Q2	$59K	Buy	+642	New	+$57.7K	﹤0.01%	1287
2019 Q1	–	Sell	-44	Closed	-$4K	–	2005
2018 Q4	$4K	Sell	44 -9	-17%	-$815	﹤0.01%	1832
2018 Q3	$5K	Sell	53 -124	-70%	-$11.2K	﹤0.01%	1699
2018 Q2	$15K	Sell	177 -259,418	-100%	-$21.5M	﹤0.01%	1462
2018 Q1	$21.1M	Sell	259,595 -100,000	-28%	-$8.52M	0.08%	156
2017 Q4	$29.7M	Buy	359,595 +160,000	+80%	+$13.2M	0.12%	139
2017 Q3	$16.3M	Sell	199,595 -75,000	-27%	-$6.02M	0.07%	166
2017 Q2	$21.8M	Sell	274,595 -330,405	-55%	-$25.2M	0.09%	144
2017 Q1	$45M	Buy	+605,000	New	+$44.1M	0.19%	121
2016 Q2	–	Sell	-806	Closed	-$55K	–	1466
2016 Q1	$55K	Sell	806 -38	-5%	-$2.54K	﹤0.01%	890
2015 Q4	$61K	Buy	+844	New	+$59.6K	﹤0.01%	931
2013 Q3	–	Sell	-687	Closed	-$33K	–	1390
2013 Q2	$33K	Buy	+687	New	+$32.9K	﹤0.01%	839

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bessemer Group's XLV Position: Q1 2026 in Review

Bessemer Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.9% in Q1 2026, buying an estimated $168K and bringing the position to 23,203 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #628.

Bessemer Group first reported a position in XLV in Q2 2013 and has held it in 38 quarters since. The position peaked at $721M in Q2 2022. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Bessemer Group held 23,203 shares of State Street Health Care Select Sector SPDR ETF worth $3.4M as of Q1 2026.
Bessemer Group bought 1,088 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $168K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Bessemer Group's portfolio in Q1 2026, its #628 holding.
Bessemer Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 38 quarters since.
Bessemer Group's State Street Health Care Select Sector SPDR ETF position peaked at $721M in Q2 2022.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.