Health Care SPDR shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 2.3k | 139.17 |
| 2025-06-30 | $420k | 3.1k | 134.78 |
| 2025-03-31 | $455k | 3.1k | 146.00 |
| 2024-12-31 | $535k | 3.9k | 137.57 |
| 2024-09-30 | $576k | 3.7k | 154.02 |
| 2024-06-30 | $550k | 3.8k | 145.75 |
| 2024-03-31 | $558k | 3.8k | 147.73 |
| 2023-12-31 | $525k | 3.8k | 136.38 |
| 2023-09-30 | $386k | 3.0k | 128.74 |
| 2023-06-30 | $401k | 3.0k | 132.73 |
| 2023-03-31 | $375k | 2.9k | 129.46 |
| 2022-12-31 | $368k | 2.7k | 135.85 |
| 2022-09-30 | $229k | 1.9k | 120.97 |
| 2022-06-30 | $243k | 1.9k | 128.37 |
| 2022-03-31 | $252k | 1.8k | 136.73 |
| 2021-12-31 | $260k | 1.8k | 141.07 |
| 2019-12-31 | $342k | 3.4k | 101.88 |
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