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

Pinnacle Financial Group’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 Q1	$214K	Buy	1,457 +142	+11%	+$21.9K	0.06%	109
2025 Q4	$204K	Sell	1,315 -626	-32%	-$93.8K	0.06%	110
2025 Q3	$270K	Buy	1,941 +30	+2%	+$4.06K	0.08%	90
2025 Q2	$258K	Buy	1,911 +35	+2%	+$4.73K	0.09%	86
2025 Q1	$274K	Buy	1,876 +45	+2%	+$6.54K	0.1%	76
2024 Q4	$252K	Buy	1,831 +39	+2%	+$5.71K	0.1%	75
2024 Q3	$276K	Buy	+1,792	New	+$272K	0.11%	70

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

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pinnacle Financial Group's XLV Position: Q1 2026 in Review

Pinnacle Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q1 2026, buying an estimated $21.9K and bringing the position to 1,457 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #109.

Pinnacle Financial Group first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $276K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Pinnacle Financial Group held 1,457 shares of State Street Health Care Select Sector SPDR ETF worth $214K as of Q1 2026.
Pinnacle Financial Group bought 142 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $21.9K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Pinnacle Financial Group's portfolio in Q1 2026, its #109 holding.
Pinnacle Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Pinnacle Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $276K in Q3 2024.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.