Pinnacle Bancorp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pinnacle Bancorp’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Hold	4,986	–	–	0.07%	211
2025 Q4	$273K	Hold	4,986	–	–	0.08%	195
2025 Q3	$269K	Hold	4,986	–	–	0.08%	199
2025 Q2	$261K	Hold	4,986	–	–	0.08%	191
2025 Q1	$248K	Hold	4,986	–	–	0.08%	191
2024 Q4	$241K	Hold	4,986	–	–	0.08%	195
2024 Q3	$226K	Hold	4,986	–	–	0.06%	205
2024 Q2	$205K	Buy	4,986 +1,500	+43%	+$61.7K	0.06%	200
2024 Q1	$147K	Hold	3,486	–	–	0.04%	237
2023 Q4	$131K	Hold	3,486	–	–	0.04%	235
2023 Q3	$116K	Hold	3,486	–	–	0.04%	243
2023 Q2	$118K	Hold	3,486	–	–	0.04%	240
2023 Q1	$112K	Hold	3,486	–	–	0.04%	240
2022 Q4	$119K	Hold	3,486	–	–	0.05%	228
2022 Q3	$106K	Hold	3,486	–	–	0.05%	228
2022 Q2	$110K	Buy	3,486 +3,000	+617%	+$104K	0.05%	222
2022 Q1	$19K	Hold	486	–	–	0.01%	485
2021 Q4	$19K	Hold	486	–	–	0.01%	498
2021 Q3	$18K	Hold	486	–	–	0.01%	509
2021 Q2	$18K	Sell	486 -950	-66%	-$34.8K	0.01%	512
2021 Q1	$49K	Hold	1,436	–	–	0.02%	349
2020 Q4	$42K	Hold	1,436	–	–	0.03%	352
2020 Q3	$35K	Buy	1,436 +950	+195%	+$23.1K	0.02%	358
2020 Q2	$11K	Hold	486	–	–	0.01%	503
2020 Q1	$10K	Hold	486	–	–	0.01%	501
2019 Q4	$15K	Hold	486	–	–	0.01%	481
2019 Q3	$14K	Hold	486	–	–	0.01%	517
2019 Q2	$13K	Hold	486	–	–	0.01%	519
2019 Q1	$12K	Hold	486	–	–	0.01%	521
2018 Q4	$12K	Buy	+486	New	+$12.6K	0.01%	518
2017 Q1	$12K	Buy	+486	New	+$11.6K	0.01%	486

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Bancorp's XLF Position: Q1 2026 in Review

Pinnacle Bancorp held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,986 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #211.

Pinnacle Bancorp first reported a position in XLF in Q1 2017 and has held it in 31 quarters since. The position peaked at $273K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pinnacle Bancorp held 4,986 shares of State Street Financial Select Sector SPDR ETF worth $246K as of Q1 2026.
Pinnacle Bancorp left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.07% of Pinnacle Bancorp's portfolio in Q1 2026, its #211 holding.
Pinnacle Bancorp first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 31 quarters since.
Pinnacle Bancorp's State Street Financial Select Sector SPDR ETF position peaked at $273K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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