Benchmark Financial Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 73,591 shares of XLV stock, worth $10.7 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares

73,591

Previous 81,326 9.51%

Holding current value

$10.7 Million

Previous $12.5 Million 19.18%

% of portfolio

3.26%

Previous 4.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$136.28 - $154.74 $1.05 Million - $1.2 Million	-7,735 Reduced 9.51%	73,591 $10.1 Million
Q3 2024 Oct 30, 2024	BUY	$143.3 - $157.24 $523,045 - $573,926	3,650 Added 4.7%	81,326 $12.5 Million
Q2 2024 Jul 23, 2024	BUY	$138.43 - $147.09 $789,466 - $838,854	5,703 Added 7.92%	77,676 $11.3 Million
Q1 2024 Apr 22, 2024	BUY	$138.48 - $147.86 $511,822 - $546,490	3,696 Added 5.41%	71,973 $10.6 Million
Q4 2023 Jan 23, 2024	SELL	$123.14 - $136.38 $185,202 - $205,115	-1,504 Reduced 2.16%	68,277 $9.31 Million
Q3 2023 Oct 13, 2023	BUY	$128.74 - $136.24 $499,253 - $528,338	3,878 Added 5.88%	69,781 $8.98 Million
Q2 2023 Jul 25, 2023	BUY	$126.74 - $135.66 $613,421 - $656,594	4,840 Added 7.93%	65,903 $8.75 Million
Q1 2023 Apr 28, 2023	BUY	$124.15 - $135.82 $254,259 - $278,159	2,048 Added 3.47%	61,063 $7.91 Million
Q4 2022 Jan 23, 2023	BUY	$121.85 - $140.1 $551,736 - $634,372	4,528 Added 8.31%	59,015 $0
Q3 2022 Nov 01, 2022	BUY	$121.11 - $134.29 $177,183 - $196,466	1,463 Added 2.76%	54,487 $6.6 Million
Q2 2022 Jul 22, 2022	BUY	$119.89 - $142.83 $196,140 - $233,669	1,636 Added 3.18%	53,024 $6.8 Million
Q1 2022 Apr 22, 2022	BUY	$126.55 - $139.44 $171,854 - $189,359	1,358 Added 2.71%	51,388 $7.04 Million
Q4 2021 Jan 26, 2022	BUY	$125.34 - $141.49 $974,894 - $1.1 Million	7,778 Added 18.41%	50,030 $7.05 Million
Q3 2021 Oct 26, 2021	BUY	$127.07 - $136.85 $4.34 Million - $4.68 Million	34,166 Added 422.53%	42,252 $5.38 Million
Q2 2021 Jul 26, 2021	BUY	$116.39 - $126.03 $615,353 - $666,320	5,287 Added 188.89%	8,086 $1.02 Million
Q1 2021 Apr 26, 2021	BUY	$110.8 - $118.5 $310,129 - $331,681	2,799 New	2,799 $327,000

Others Institutions Holding XLV

# of Institutions

1,926

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Benchmark Financial Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History