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

Pinnacle Wealth Management 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 		$3.09M Buy
19,464
+311
+2% +$46.3K 1.44% 26
2026
Q1 		$2.81M Buy
19,153
+932
+5% +$144K 1.38% 27
2025
Q4 		$2.82M Buy
18,221
+403
+2% +$60.4K 1.41% 25
2025
Q3 		$2.48M Buy
17,818
+1,665
+10% +$225K 1.27% 29
2025
Q2 		$2.18M Buy
16,153
+510
+3% +$68.9K 1.25% 27
2025
Q1 		$2.28M Buy
15,643
+319
+2% +$46.3K 1.59% 22
2024
Q4 		$2.11M Buy
15,324
+1,227
+9% +$180K 1.31% 23
2024
Q3 		$2.17M Buy
+14,097
New +$2.14M 1.37% 24
2023
Q1 		– Sell
-1,556
Closed -$211K – 108
2022
Q4 		$211K Buy
+1,556
New +$206K 0.19% 98
2022
Q2 		– Sell
-1,556
Closed -$213K – 122
2022
Q1 		$213K Sell
1,556
-200
-11% -$26.5K 0.16% 116
2021
Q4 		$247K Sell
1,756
-1,480
-46% -$197K 0.18% 107
2021
Q3 		$412K Sell
3,236
-420
-11% -$55.5K 0.31% 76
2021
Q2 		$460K Buy
+3,656
New +$448K 0.34% 75

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Pinnacle Wealth Management Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.6% in Q2 2026, buying an estimated $46.3K and bringing the position to 19,464 shares worth $3.09M. The position accounts for 1.44% of the portfolio, ranked #26.

Pinnacle Wealth Management Group first reported a position in XLV in Q2 2021 and has held it in 13 quarters since. 371 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Pinnacle Wealth Management Group held 19,464 shares of State Street Health Care Select Sector SPDR ETF worth $3.09M as of Q2 2026.
  • Pinnacle Wealth Management Group bought 311 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $46.3K.
  • State Street Health Care Select Sector SPDR ETF made up 1.44% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #26 holding.
  • Pinnacle Wealth Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
  • 371 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.