Pinnacle Bancorp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pinnacle Bancorp’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	3,566 +2,416	+210%	+$109K	0.04%	273
2026 Q1	$52.8K	Buy	1,150 +350	+44%	+$15.7K	0.02%	446
2025 Q4	$34.2K	Hold	800	–	–	0.01%	494
2025 Q3	$34.9K	Hold	800	–	–	0.01%	502
2025 Q2	$32.7K	Hold	800	–	–	0.01%	501
2025 Q1	$31.5K	Hold	800	–	–	0.01%	504
2024 Q4	$30.3K	Hold	800	–	–	0.01%	514
2024 Q3	$32.3K	Hold	800	–	–	0.01%	493
2024 Q2	$27.3K	Hold	800	–	–	0.01%	501
2024 Q1	$26.3K	Hold	800	–	–	0.01%	507
2023 Q4	$25.3K	Hold	800	–	–	0.01%	495
2023 Q3	$23.6K	Hold	800	–	–	0.01%	487
2023 Q2	$26.2K	Hold	800	–	–	0.01%	474
2023 Q1	$27.1K	Hold	800	–	–	0.01%	457
2022 Q4	$28K	Hold	800	–	–	0.01%	428
2022 Q3	$26K	Hold	800	–	–	0.01%	420
2022 Q2	$28K	Hold	800	–	–	0.01%	414
2022 Q1	$30K	Hold	800	–	–	0.01%	413
2021 Q4	$29K	Hold	800	–	–	0.01%	423
2021 Q3	$26K	Hold	800	–	–	0.01%	435
2021 Q2	$25K	Sell	800 -2,044	-72%	-$66.9K	0.01%	467
2021 Q1	$91K	Sell	2,844 -820	-22%	-$25.4K	0.04%	245
2020 Q4	$115K	Sell	3,664 -1,422	-28%	-$45K	0.07%	209
2020 Q3	$151K	Sell	5,086 -1,544	-23%	-$45.8K	0.11%	156
2020 Q2	$187K	Sell	6,630 -550	-8%	-$15.9K	0.14%	143
2020 Q1	$199K	Hold	7,180	–	–	0.17%	124
2019 Q4	$232K	Hold	7,180	–	–	0.16%	119
2019 Q3	$232K	Hold	7,180	–	–	0.13%	117
2019 Q2	$214K	Sell	7,180 -750	-9%	-$22K	0.12%	128
2019 Q1	$231K	Hold	7,930	–	–	0.13%	116
2018 Q4	$210K	Buy	+7,930	New	+$215K	0.13%	118
2017 Q1	$178K	Buy	+6,930	New	+$173K	0.13%	118

Other funds holding XLU

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Pinnacle Bancorp's XLU Position: Q2 2026 in Review

Pinnacle Bancorp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 210% in Q2 2026, buying an estimated $109K and bringing the position to 3,566 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #273.

Pinnacle Bancorp first reported a position in XLU in Q1 2017 and has held it in 32 quarters since. The position peaked at $232K in Q4 2019. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Pinnacle Bancorp held 3,566 shares of State Street Utilities Select Sector SPDR ETF worth $162K as of Q2 2026.
Pinnacle Bancorp bought 2,416 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q2 2026, its #273 holding.
Pinnacle Bancorp first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's State Street Utilities Select Sector SPDR ETF position peaked at $232K in Q4 2019.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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