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

Pinnacle Family Advisors’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	$285K	Buy	+4,659	New	+$250K	0.13%	106
2025 Q3	–	Sell	-6,430	Closed	-$273K	–	132
2025 Q2	$273K	Buy	+6,430	New	+$268K	0.13%	104
2025 Q1	–	Sell	-8,580	Closed	-$367K	–	127
2024 Q4	$367K	Buy	+8,580	New	+$390K	0.18%	82
2024 Q3	–	Sell	-9,446	Closed	-$430K	–	131
2024 Q2	$430K	Buy	+9,446	New	+$440K	0.24%	67
2024 Q1	–	Sell	-10,974	Closed	-$460K	–	115
2023 Q4	$460K	Sell	10,974 -5,280	-32%	-$226K	0.27%	57
2023 Q3	$735K	Buy	+16,254	New	+$711K	0.42%	38
2020 Q3	–	Sell	-12,400	Closed	-$235K	–	91
2020 Q2	$235K	Buy	+12,400	New	+$231K	0.21%	64

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 Family Advisors's XLE Position: Q1 2026 in Review

Pinnacle Family Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 4,659 shares worth $285K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in XLE as recently as Q2 2025.

Pinnacle Family Advisors first reported a position in XLE in Q2 2020 and has held it in 7 quarters since. The position peaked at $735K in Q3 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pinnacle Family Advisors held 4,659 shares of State Street Energy Select Sector SPDR ETF worth $285K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Pinnacle Family Advisors position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.13% of Pinnacle Family Advisors's portfolio in Q1 2026, its #106 holding.
Pinnacle Family Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 7 quarters since.
Pinnacle Family Advisors's State Street Energy Select Sector SPDR ETF position peaked at $735K in Q3 2023.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.