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 Q3	$4.66M	Buy	27,682 +4,257	+18%	+$710K	0.73%	20
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Spinnaker Investment Group's XLV Position: Q3 2026 in Review

Spinnaker Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 18% in Q3 2026, buying an estimated $710K and bringing the position to 27,682 shares worth $4.66M. The position accounts for 0.73% of the portfolio, ranked #20.

Spinnaker Investment Group first reported a position in XLV in Q4 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Spinnaker Investment Group held 27,682 shares of State Street Health Care Select Sector SPDR ETF worth $4.66M as of Q3 2026.
Spinnaker Investment Group bought 4,257 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $710K.
State Street Health Care Select Sector SPDR ETF made up 0.73% of Spinnaker Investment Group's portfolio in Q3 2026, its #20 holding.
Spinnaker Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
177 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.