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 Q2	–	Sell	-4,659	Closed	-$285K	–	168
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 $1.55T 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 22.9% 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 Family Advisors's XLE Position: Q2 2026 in Review

Pinnacle Family Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,659 shares — an estimated $285K sold.

Pinnacle Family Advisors first reported a position in XLE in Q2 2020 and held it in 7 quarters. The position peaked at $735K in Q3 2023. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pinnacle Family Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 4,659 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $285K.
Pinnacle Family Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 7 quarters.
Pinnacle Family Advisors's State Street Energy Select Sector SPDR ETF position peaked at $735K in Q3 2023.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.