Pinney & Scofield’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pinney & Scofield’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	$31.7K	Hold	200	–	–	0.02%	132
2026 Q1	$29.3K	Hold	200	–	–	0.02%	138
2025 Q4	$31K	Hold	200	–	–	0.02%	127
2025 Q3	$27.8K	Hold	200	–	–	0.02%	132
2025 Q2	$27K	Hold	200	–	–	0.02%	130
2025 Q1	$29.2K	Hold	200	–	–	0.02%	122
2024 Q4	$27.5K	Buy	+200	New	+$29.3K	0.02%	125

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

Pinney & Scofield's XLV Position: Q2 2026 in Review

Pinney & Scofield held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 200 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #132.

Pinney & Scofield first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pinney & Scofield held 200 shares of State Street Health Care Select Sector SPDR ETF worth $31.7K as of Q2 2026.
Pinney & Scofield 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 Pinney & Scofield's portfolio in Q2 2026, its #132 holding.
Pinney & Scofield first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.