Pinnacle Family Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$1.35M Sell
2025
Q1
$1.94M Buy
2024
Q4
$1.39M Buy
2024
Q3
$630K Sell
2024
Q2
$891K Buy
2024
Q1
$471K Sell
2023
Q4
$984K Buy
2023
Q3
$374K Buy