Pines Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$993K Buy
6,257
+365
+6% +$54.3K 0.29% 89
2026
Q1
$864K Buy
5,892
+1,079
+22% +$166K 0.28% 94
2025
Q4
$745K Buy
4,813
+177
+4% +$26.5K 0.24% 99
2025
Q3
$645K Buy
4,636
+377
+9% +$51K 0.22% 109
2025
Q2
$577K Buy
4,259
+197
+5% +$26.6K 0.2% 117
2025
Q1
$540K Buy
4,062
+358
+10% +$52K 0.25% 100
2024
Q4
$517K Buy
+3,704
New +$542K 0.23% 114

Other funds holding XLV

Pines Wealth Management's XLV Position: Q2 2026 in Review

Pines Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.2% in Q2 2026, buying an estimated $54.3K and bringing the position to 6,257 shares worth $993K. The position accounts for 0.29% of the portfolio, ranked #89.

Pines Wealth Management first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Pines Wealth Management held 6,257 shares of State Street Health Care Select Sector SPDR ETF worth $993K as of Q2 2026.
  • Pines Wealth Management bought 365 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $54.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.29% of Pines Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Pines Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.