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

Pinnacle Family Advisors’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 Q2	$2.34M	Buy	43,640 +22,933	+111%	+$1.19M	0.98%	23
2026 Q1	$1.02M	Sell	20,707 -12,240	-37%	-$638K	0.48%	42
2025 Q4	$1.8M	Buy	32,947 +12,070	+58%	+$643K	0.79%	25
2025 Q3	$1.12M	Sell	20,877 -5,106	-20%	-$271K	0.49%	39
2025 Q2	$1.35M	Sell	25,983 -12,934	-33%	-$640K	0.66%	33
2025 Q1	$1.94M	Buy	38,917 +10,114	+35%	+$507K	1.05%	28
2024 Q4	$1.39M	Buy	28,803 +14,894	+107%	+$720K	0.67%	37
2024 Q3	$630K	Sell	13,909 -7,765	-36%	-$339K	0.33%	59
2024 Q2	$891K	Buy	21,674 +10,488	+94%	+$432K	0.49%	38
2024 Q1	$471K	Sell	11,186 -14,973	-57%	-$591K	0.25%	59
2023 Q4	$984K	Buy	26,159 +14,878	+132%	+$515K	0.58%	34
2023 Q3	$374K	Buy	+11,281	New	+$389K	0.21%	61

Other funds holding XLF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Family Advisors's XLF Position: Q2 2026 in Review

Pinnacle Family Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 111% in Q2 2026, buying an estimated $1.19M and bringing the position to 43,640 shares worth $2.34M. The position accounts for 0.98% of the portfolio, ranked #23.

Pinnacle Family Advisors first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pinnacle Family Advisors held 43,640 shares of State Street Financial Select Sector SPDR ETF worth $2.34M as of Q2 2026.
Pinnacle Family Advisors bought 22,933 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.19M.
State Street Financial Select Sector SPDR ETF made up 0.98% of Pinnacle Family Advisors's portfolio in Q2 2026, its #23 holding.
Pinnacle Family Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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