Pinnacle Bancorp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pinnacle Bancorp’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Sell	9,113 -26	-0.3%	-$1.49K	0.13%	146
2026 Q1	$560K	Sell	9,139 -3	-0%	-$161	0.17%	112
2025 Q4	$409K	Buy	9,142 +4	+0%	+$178	0.12%	144
2025 Q3	$408K	Sell	9,138 -60	-0.7%	-$2.63K	0.12%	148
2025 Q2	$390K	Hold	9,198	–	–	0.12%	149
2025 Q1	$430K	Sell	9,198 -40	-0.4%	-$1.8K	0.14%	130
2024 Q4	$396K	Hold	9,238	–	–	0.13%	134
2024 Q3	$406K	Hold	9,238	–	–	0.11%	130
2024 Q2	$421K	Sell	9,238 -208	-2%	-$9.69K	0.12%	112
2024 Q1	$446K	Buy	9,446 +4	+0%	+$172	0.13%	110
2023 Q4	$396K	Hold	9,442	–	–	0.13%	111
2023 Q3	$427K	Hold	9,442	–	–	0.15%	102
2023 Q2	$383K	Sell	9,442 -82	-0.9%	-$3.34K	0.13%	112
2023 Q1	$394K	Sell	9,524 -116	-1%	-$4.96K	0.14%	111
2022 Q4	$422K	Sell	9,640 -2,060	-18%	-$89.7K	0.16%	100
2022 Q3	$421K	Sell	11,700 -1,798	-13%	-$68K	0.18%	86
2022 Q2	$483K	Buy	13,498 +36	+0.3%	+$1.44K	0.2%	79
2022 Q1	$515K	Buy	13,462 +462	+4%	+$16K	0.18%	84
2021 Q4	$361K	Hold	13,000	–	–	0.13%	115
2021 Q3	$339K	Hold	13,000	–	–	0.14%	117
2021 Q2	$350K	Hold	13,000	–	–	0.16%	108
2021 Q1	$319K	Hold	13,000	–	–	0.15%	115
2020 Q4	$246K	Buy	13,000 +4,000	+44%	+$68.9K	0.15%	130
2020 Q3	$135K	Buy	9,000 +8,000	+800%	+$142K	0.1%	165
2020 Q2	$19K	Sell	1,000 -1,208	-55%	-$22.5K	0.01%	438
2020 Q1	$32K	Buy	2,208 +208	+10%	+$4.93K	0.03%	326
2019 Q4	$60K	Hold	2,000	–	–	0.04%	271
2019 Q3	$59K	Hold	2,000	–	–	0.03%	275
2019 Q2	$64K	Hold	2,000	–	–	0.04%	263
2019 Q1	$66K	Hold	2,000	–	–	0.04%	259
2018 Q4	$57K	Buy	+2,000	New	+$66.9K	0.04%	267
2017 Q1	$80K	Buy	+2,300	New	+$83.1K	0.06%	220

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pinnacle Bancorp's XLE Position: Q2 2026 in Review

Pinnacle Bancorp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.28% in Q2 2026, selling an estimated $1.49K and leaving 9,113 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #146.

Pinnacle Bancorp first reported a position in XLE in Q1 2017 and has held it in 32 quarters since. The position peaked at $560K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pinnacle Bancorp held 9,113 shares of State Street Energy Select Sector SPDR ETF worth $484K as of Q2 2026.
Pinnacle Bancorp sold 26 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.49K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Pinnacle Bancorp's portfolio in Q2 2026, its #146 holding.
Pinnacle Bancorp first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's State Street Energy Select Sector SPDR ETF position peaked at $560K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.