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
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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Pinnacle Family Advisors's XLV Position: Q3 2025 in Review

Pinnacle Family Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,949 shares — an estimated $263K sold.

Pinnacle Family Advisors first reported a position in XLV in Q2 2023 and held it in 6 quarters. The position peaked at $717K in Q3 2023. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Pinnacle Family Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Family Advisors sold 1,949 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $263K.
Pinnacle Family Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 6 quarters.
Pinnacle Family Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $717K in Q3 2023.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Pinnacle Family Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.