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

Pinnacle Wealth Planning Services’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	$217K	Hold	1,367	–	–	0.02%	488
2026 Q1	$200K	Sell	1,367 -89	-6%	-$13.7K	0.02%	481
2025 Q4	$225K	Buy	1,456 +3	+0.2%	+$449	0.02%	429
2025 Q3	$202K	Buy	+1,453	New	+$197K	0.02%	453
2025 Q2	–	Sell	-1,410	Closed	-$206K	–	483
2025 Q1	$206K	Buy	+1,410	New	+$205K	0.03%	361
2021 Q1	–	Sell	-66	Closed	-$7K	–	1994
2020 Q4	$7K	Buy	+66	New	+$7.2K	﹤0.01%	1553

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 22.96% 1-Year Est. Return

HIIFS

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

Pinnacle Wealth Planning Services's XLV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,367 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #488.

Pinnacle Wealth Planning Services first reported a position in XLV in Q4 2020 and has held it in 6 quarters since. The position peaked at $225K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pinnacle Wealth Planning Services held 1,367 shares of State Street Health Care Select Sector SPDR ETF worth $217K as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #488 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's State Street Health Care Select Sector SPDR ETF position peaked at $225K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.