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

Pinnacle Family Advisors’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 Q2	$1.45M	Buy	+9,154	New	+$1.36M	0.61%	33
2025 Q3	–	Sell	-1,949	Closed	-$263K	–	136
2025 Q2	$263K	Buy	+1,949	New	+$263K	0.13%	107
2024 Q4	–	Sell	-2,934	Closed	-$452K	–	133
2024 Q3	$452K	Buy	+2,934	New	+$445K	0.23%	77
2024 Q2	–	Sell	-1,614	Closed	-$238K	–	128
2024 Q1	$238K	Sell	1,614 -1,990	-55%	-$285K	0.13%	90
2023 Q4	$492K	Sell	3,604 -1,965	-35%	-$256K	0.29%	53
2023 Q3	$717K	Buy	5,569 +1,770	+47%	+$235K	0.41%	40
2023 Q2	$504K	Buy	+3,799	New	+$501K	0.27%	66

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Pinnacle Family Advisors's XLV Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 9,154 shares worth $1.45M. The stake represents 0.61% of the portfolio and ranks #33 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in XLV as recently as Q2 2025.

Pinnacle Family Advisors first reported a position in XLV in Q2 2023 and has held it in 7 quarters since. 1,858 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pinnacle Family Advisors held 9,154 shares of State Street Health Care Select Sector SPDR ETF worth $1.45M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Pinnacle Family Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.61% of Pinnacle Family Advisors's portfolio in Q2 2026, its #33 holding.
Pinnacle Family Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 7 quarters since.
1,858 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.