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 $10.8 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares
73,591
Previous 81,326 9.51%
Holding current value
$10.8 Million
Previous $12.5 Million 19.18%
% of portfolio
3.26%
Previous 4.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,973
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email