Pinnacle Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$222K Buy
3,492
+54
+2% +$3.76K 0.09% 243
2022
Q1
$273K Buy
3,438
+40
+1% +$3.14K 0.09% 237
2021
Q4
$295K Buy
+3,398
New +$280K 0.09% 220

Other funds holding XLK

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

Pinnacle Private Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2022, buying an estimated $3.76K and bringing the position to 3,492 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #243.

Pinnacle Private Wealth first reported a position in XLK in Q4 2021 and has held it in 3 quarters since. The position peaked at $295K in Q4 2021. 1,491 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

  • Pinnacle Private Wealth held 3,492 shares of State Street Technology Select Sector SPDR ETF worth $222K as of Q2 2022.
  • Pinnacle Private Wealth bought 54 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $3.76K.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #243 holding.
  • Pinnacle Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $295K in Q4 2021.
  • 1,491 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

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