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

Pinnacle Private Wealth’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
2022 Q2	$542K	Buy	4,225 +323	+8%	+$42.3K	0.21%	113
2022 Q1	$535K	Sell	3,902 -20	-0.5%	-$2.65K	0.17%	139
2021 Q4	$553K	Buy	+3,922	New	+$521K	0.17%	139

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Private Wealth's XLV Position: Q2 2022 in Review

Pinnacle Private Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.3% in Q2 2022, buying an estimated $42.3K and bringing the position to 4,225 shares worth $542K. The position accounts for 0.21% of the portfolio, ranked #113.

Pinnacle Private Wealth first reported a position in XLV in Q4 2021 and has held it in 3 quarters since. The position peaked at $553K in Q4 2021. 1,465 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Pinnacle Private Wealth held 4,225 shares of State Street Health Care Select Sector SPDR ETF worth $542K as of Q2 2022.
Pinnacle Private Wealth bought 323 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $42.3K.
State Street Health Care Select Sector SPDR ETF made up 0.21% of Pinnacle Private Wealth's portfolio in Q2 2022, its #113 holding.
Pinnacle Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $553K in Q4 2021.
1,465 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.