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

Pinnacle Holdings’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 Q4	–	Sell	-379	Closed	-$52.7K	–	271
2025 Q3	$52.7K	Hold	379	–	–	0.02%	196
2025 Q2	$51.1K	Buy	+379	New	+$51.2K	0.02%	193
2024 Q1	–	Sell	-627	Closed	-$85.5K	–	242
2023 Q4	$85.5K	Buy	+627	New	+$81.6K	0.04%	175

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

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

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

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

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

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

HIIFS

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

Pinnacle Holdings's XLV Position: Q4 2025 in Review

Pinnacle Holdings sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 379 shares — an estimated $52.7K sold.

Pinnacle Holdings first reported a position in XLV in Q4 2023 and held it in 3 quarters. The position peaked at $85.5K in Q4 2023. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Pinnacle Holdings reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Holdings sold 379 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $52.7K.
Pinnacle Holdings first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
Pinnacle Holdings's State Street Health Care Select Sector SPDR ETF position peaked at $85.5K in Q4 2023.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Pinnacle Holdings's 13F filing for Q4 2025, filed 12 Feb 2026.