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

Pinnacle Wealth 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
2021 Q2	$1.05M	Buy	+33,190	New	+$1.09M	0.04%	211

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Pinnacle Wealth Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2021: 33,190 shares worth $1.05M. The stake represents 0.04% of the portfolio and ranks #211 among its holdings.

875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

Pinnacle Wealth Advisors held 33,190 shares of State Street Utilities Select Sector SPDR ETF worth $1.05M as of Q2 2021.
State Street Utilities Select Sector SPDR ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #211 holding.
875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

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