Pinnacle Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$351K	Buy	+9,824	New	+$394K	0.14%	173

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Pinnacle Private Wealth's XLE Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022: 9,824 shares worth $351K. The stake represents 0.14% of the portfolio and ranks #173 among its holdings.

1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Pinnacle Private Wealth held 9,824 shares of State Street Energy Select Sector SPDR ETF worth $351K as of Q2 2022.
State Street Energy Select Sector SPDR ETF was a new Pinnacle Private Wealth position in Q2 2022.
State Street Energy Select Sector SPDR ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #173 holding.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.