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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$404K Buy
2,758
+190
+7% +$29.3K 0.03% 328
2025
Q4
$398K Buy
2,568
+250
+11% +$37.4K 0.03% 328
2025
Q3
$323K Sell
2,318
-800
-26% -$108K 0.02% 298
2025
Q2
$420K Hold
3,118
0.03% 244
2025
Q1
$455K Sell
3,118
-767
-20% -$111K 0.04% 221
2024
Q4
$534K Buy
3,885
+146
+4% +$21.4K 0.05% 191
2024
Q3
$576K Sell
3,739
-37
-1% -$5.61K 0.06% 184
2024
Q2
$550K Hold
3,776
0.06% 179
2024
Q1
$558K Sell
3,776
-70
-2% -$10K 0.06% 176
2023
Q4
$525K Buy
3,846
+848
+28% +$110K 0.06% 177
2023
Q3
$386K Sell
2,998
-25
-0.8% -$3.32K 0.05% 203
2023
Q2
$401K Buy
3,023
+124
+4% +$16.3K 0.05% 207
2023
Q1
$375K Buy
2,899
+192
+7% +$25.1K 0.05% 209
2022
Q4
$368K Buy
2,707
+814
+43% +$108K 0.06% 202
2022
Q3
$229K Hold
1,893
0.04% 239
2022
Q2
$243K Buy
1,893
+50
+3% +$6.55K 0.04% 254
2022
Q1
$252K Hold
1,843
0.04% 247
2021
Q4
$260K Buy
+1,843
New +$245K 0.04% 229
2020
Q1
Sell
-3,357
Closed -$342K 202
2019
Q4
$342K Buy
+3,357
New +$323K 0.13% 138

Other funds holding XLV

Pinnacle Wealth Management Advisory Group's XLV Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.4% in Q1 2026, buying an estimated $29.3K and bringing the position to 2,758 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #328.

Pinnacle Wealth Management Advisory Group first reported a position in XLV in Q4 2019 and has held it in 19 quarters since. The position peaked at $576K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,758 shares of State Street Health Care Select Sector SPDR ETF worth $404K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 190 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $29.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #328 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $576K in Q3 2024.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.