Pinnacle Family Advisors, LLC Select Sector Spdr Fund Health Transaction History

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 1,949 shares of XLV stock, worth $269,176. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,949
Holding current value
$269,176
% of portfolio
0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$128.77 - $144.3 $250,972 - $281,240
1,949 New
1,949 $262,000
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $420,442 - $461,342
2,934 New
2,934 $451,000
Q1 2024

May 15, 2024
SELL
$138.48 - $147.86 $275,575 - $294,241
-1,990 Reduced 55.22%
1,614 $238,000
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $241,970 - $267,986
-1,965 Reduced 35.28%
3,604 $491,000
Q3 2023

Nov 14, 2023
BUY
$128.74 - $136.24 $227,869 - $241,144
1,770 Added 46.59%
5,569 $716,000
Q2 2023

Aug 14, 2023
BUY
$126.74 - $135.66 $481,485 - $515,372
3,799 New
3,799 $504,000

Others Institutions Holding XLV

# of Institutions
1,968
Shares Held
269M
Call Options Held
14.9M
Put Options Held
14.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email