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 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 $1.56T 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 Family Advisors's XLF Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q1 2026, selling an estimated $638K and leaving 20,707 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #42.

Pinnacle Family Advisors first reported a position in XLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q1 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pinnacle Family Advisors held 20,707 shares of State Street Financial Select Sector SPDR ETF worth $1.02M as of Q1 2026.
Pinnacle Family Advisors sold 12,240 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $638K.
State Street Financial Select Sector SPDR ETF made up 0.48% of Pinnacle Family Advisors's portfolio in Q1 2026, its #42 holding.
Pinnacle Family Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Pinnacle Family Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q1 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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