Pinnacle Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$257K Buy
8,169
+2,865
+54% +$99K 0.1% 224
2022
Q1
$203K Buy
+5,304
New +$207K 0.06% 285

Other funds holding XLF

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

Pinnacle Private Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 54% in Q2 2022, buying an estimated $99K and bringing the position to 8,169 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #224.

Pinnacle Private Wealth first reported a position in XLF in Q1 2022 and has held it in 2 quarters since. 1,372 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Pinnacle Private Wealth held 8,169 shares of State Street Financial Select Sector SPDR ETF worth $257K as of Q2 2022.
  • Pinnacle Private Wealth bought 2,865 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $99K.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #224 holding.
  • Pinnacle Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 2 quarters since.
  • 1,372 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

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