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

Pinnacle Wealth Management Advisory 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 Q2	$426K	Sell	2,687 -71	-3%	-$10.6K	0.03%	326
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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HIIFS

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

Pinnacle Wealth Management Advisory Group's XLV Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.6% in Q2 2026, selling an estimated $10.6K and leaving 2,687 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #326.

Pinnacle Wealth Management Advisory Group first reported a position in XLV in Q4 2019 and has held it in 20 quarters since. The position peaked at $576K in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 2,687 shares of State Street Health Care Select Sector SPDR ETF worth $426K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 71 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #326 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 20 quarters since.
Pinnacle Wealth Management Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $576K in Q3 2024.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.