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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Pinnacle Bancorp's XLE Position: Q1 2026 in Review

Pinnacle Bancorp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.03% in Q1 2026, selling an estimated $161 and leaving 9,139 shares worth $560K. The position accounts for 0.17% of the portfolio, ranked #112.

Pinnacle Bancorp first reported a position in XLE in Q1 2017 and has held it in 31 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pinnacle Bancorp held 9,139 shares of State Street Energy Select Sector SPDR ETF worth $560K as of Q1 2026.
Pinnacle Bancorp sold 3 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $161.
State Street Energy Select Sector SPDR ETF made up 0.17% of Pinnacle Bancorp's portfolio in Q1 2026, its #112 holding.
Pinnacle Bancorp first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 31 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.