Spinnaker Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Spinnaker Investment 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	$3.72M	Buy	23,425 +2,212	+10%	+$329K	0.6%	21
2026 Q1	$3.11M	Buy	21,213 +3,965	+23%	+$612K	0.63%	18
2025 Q4	$2.67M	Buy	17,248 +10,814	+168%	+$1.62M	0.48%	20
2025 Q3	$895K	Buy	6,434 +591	+10%	+$80K	0.17%	48
2025 Q2	$788K	Buy	5,843 +1,233	+27%	+$166K	0.19%	39
2025 Q1	$673K	Buy	4,610 +2,189	+90%	+$318K	0.15%	49
2024 Q4	$333K	Buy	+2,421	New	+$354K	0.08%	72

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return