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

Pinnacle Wealth Advisors’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
2021 Q2	$1.42M	Buy	+52,712	New	+$1.37M	0.06%	188

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Pinnacle Wealth Advisors's XLE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021: 52,712 shares worth $1.42M. The stake represents 0.06% of the portfolio and ranks #188 among its holdings.

1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

Pinnacle Wealth Advisors held 52,712 shares of State Street Energy Select Sector SPDR ETF worth $1.42M as of Q2 2021.
State Street Energy Select Sector SPDR ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
State Street Energy Select Sector SPDR ETF made up 0.06% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #188 holding.
1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.