Health Care SPDR shares owned by Pinnacle Wealth Management Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Pinnacle Wealth Management Group
from 13F filings
Historical chart of Pinnacle Wealth Management Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Pinnacle Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 18k | 154.80 |
| 2025-09-30 | $2.5M | 18k | 139.17 |
| 2025-06-30 | $2.2M | 16k | 134.79 |
| 2025-03-31 | $2.3M | 16k | 146.01 |
| 2024-12-31 | $2.1M | 15k | 137.57 |
| 2024-09-30 | $2.2M | 14k | 154.02 |
| 2023-03-31 | $213k | 1.6k | 136.99 |
| 2022-12-31 | $211k | 1.6k | 135.60 |
| 2022-03-31 | $213k | 1.6k | 136.89 |
| 2021-12-31 | $247k | 1.8k | 140.66 |
| 2021-09-30 | $412k | 3.2k | 127.32 |
| 2021-06-30 | $460k | 3.7k | 125.82 |
More positions owned by Pinnacle Wealth Management Group
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