Pinnacle Bancorp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pinnacle Bancorp’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 Q3	$50.5K	Hold	300	–	–	0.01%	452
2026 Q2	$47.6K	Hold	300	–	–	0.01%	471
2026 Q1	$44K	Hold	300	–	–	0.01%	471
2025 Q4	$46.4K	Hold	300	–	–	0.01%	454
2025 Q3	$41.8K	Hold	300	–	–	0.01%	471
2025 Q2	$40.4K	Hold	300	–	–	0.01%	463
2025 Q1	$43.8K	Hold	300	–	–	0.01%	446
2024 Q4	$41.3K	Hold	300	–	–	0.01%	461
2024 Q3	$46.2K	Hold	300	–	–	0.01%	442
2024 Q2	$43.7K	Hold	300	–	–	0.01%	427
2024 Q1	$44.3K	Hold	300	–	–	0.01%	427
2023 Q4	$40.9K	Hold	300	–	–	0.01%	412
2023 Q3	$38.6K	Hold	300	–	–	0.01%	407
2023 Q2	$39.8K	Hold	300	–	–	0.01%	407
2023 Q1	$38.8K	Hold	300	–	–	0.01%	397
2022 Q4	$41K	Hold	300	–	–	0.02%	362
2022 Q3	$36K	Hold	300	–	–	0.02%	365
2022 Q2	$38K	Hold	300	–	–	0.02%	365
2022 Q1	$41K	Sell	300 -242	-45%	-$32K	0.01%	372
2021 Q4	$76K	Hold	542	–	–	0.03%	288
2021 Q3	$69K	Hold	542	–	–	0.03%	297
2021 Q2	$68K	Hold	542	–	–	0.03%	299
2021 Q1	$63K	Buy	542 +12	+2%	+$1.38K	0.03%	297
2020 Q4	$60K	Hold	530	–	–	0.04%	296
2020 Q3	$56K	Hold	530	–	–	0.04%	290
2020 Q2	$53K	Buy	530 +152	+40%	+$15K	0.04%	287
2020 Q1	$33K	Sell	378 -55	-13%	-$5.34K	0.03%	320
2019 Q4	$44K	Hold	433	–	–	0.03%	326
2019 Q3	$39K	Hold	433	–	–	0.02%	342
2019 Q2	$40K	Hold	433	–	–	0.02%	344
2019 Q1	$40K	Buy	433 +133	+44%	+$12K	0.02%	331
2018 Q4	$26K	Buy	+300	New	+$27.2K	0.02%	380
2017 Q1	$22K	Buy	+300	New	+$21.9K	0.02%	407

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Pinnacle Bancorp's XLV Position: Q3 2026 in Review

Pinnacle Bancorp held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 300 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #452.

Pinnacle Bancorp first reported a position in XLV in Q1 2017 and has held it in 33 quarters since. The position peaked at $76K in Q4 2021. 729 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Pinnacle Bancorp held 300 shares of State Street Health Care Select Sector SPDR ETF worth $50.5K as of Q3 2026.
Pinnacle Bancorp left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #452 holding.
Pinnacle Bancorp first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's State Street Health Care Select Sector SPDR ETF position peaked at $76K in Q4 2021.
729 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.