Pinnacle Family Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pinnacle Family Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$385K	Sell	8,394 -8,915	-52%	-$400K	0.18%	90
2025 Q4	$739K	Buy	+17,309	New	+$767K	0.33%	54
2025 Q3	–	Sell	-9,186	Closed	-$375K	–	135
2025 Q2	$375K	Sell	9,186 -5,472	-37%	-$218K	0.18%	83
2025 Q1	$578K	Sell	14,658 -26,666	-65%	-$1.04M	0.31%	58
2024 Q4	$1.56M	Buy	41,324 +18,358	+80%	+$728K	0.76%	34
2024 Q3	$928K	Buy	22,966 +9,870	+75%	+$366K	0.48%	44
2024 Q2	$446K	Buy	+13,096	New	+$450K	0.25%	61

Other funds holding XLU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pinnacle Family Advisors's XLU Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 52% in Q1 2026, selling an estimated $400K and leaving 8,394 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #90.

Pinnacle Family Advisors first reported a position in XLU in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Pinnacle Family Advisors held 8,394 shares of State Street Utilities Select Sector SPDR ETF worth $385K as of Q1 2026.
Pinnacle Family Advisors sold 8,915 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $400K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Pinnacle Family Advisors's portfolio in Q1 2026, its #90 holding.
Pinnacle Family Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Pinnacle Family Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.56M in Q4 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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