Pinnacle Wealth Management Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $608K | Buy |
11,453
+351
| +3% | +$20.1K | 0.04% | 252 |
|
|
2026
Q1 | $680K | Buy |
11,102
+4,182
| +60% | +$224K | 0.05% | 224 |
|
|
2025
Q4 | $309K | Buy |
6,920
+200
| +3% | +$8.91K | 0.02% | 402 |
|
|
2025
Q3 | $300K | Sell |
6,720
-348
| -5% | -$15.2K | 0.02% | 318 |
|
|
2025
Q2 | $300K | Buy |
7,068
+170
| +2% | +$7.08K | 0.02% | 297 |
|
|
2025
Q1 | $322K | Buy |
6,898
+406
| +6% | +$18.3K | 0.03% | 281 |
|
|
2024
Q4 | $278K | Buy |
6,492
+20
| +0.3% | +$909 | 0.03% | 292 |
|
|
2024
Q3 | $284K | Sell |
6,472
-674
| -9% | -$30.1K | 0.03% | 292 |
|
|
2024
Q2 | $326K | Sell |
7,146
-122
| -2% | -$5.68K | 0.03% | 256 |
|
|
2024
Q1 | $343K | Sell |
7,268
-3,846
| -35% | -$165K | 0.04% | 236 |
|
|
2023
Q4 | $466K | Sell |
11,114
-434
| -4% | -$18.6K | 0.05% | 193 |
|
|
2023
Q3 | $522K | Sell |
11,548
-1,250
| -10% | -$54.7K | 0.07% | 170 |
|
|
2023
Q2 | $519K | Sell |
12,798
-916
| -7% | -$37.3K | 0.06% | 175 |
|
|
2023
Q1 | $568K | Buy |
13,714
+384
| +3% | +$16.4K | 0.08% | 169 |
|
|
2022
Q4 | $583K | Buy |
13,330
+20
| +0.2% | +$871 | 0.09% | 162 |
|
|
2022
Q3 | $479K | Sell |
13,310
-4,050
| -23% | -$153K | 0.08% | 168 |
|
|
2022
Q2 | $621K | Sell |
17,360
-322
| -2% | -$12.9K | 0.1% | 148 |
|
|
2022
Q1 | $676K | Buy |
17,682
+2,550
| +17% | +$88.3K | 0.1% | 158 |
|
|
2021
Q4 | $420K | Buy |
15,132
+250
| +2% | +$7.06K | 0.07% | 193 |
|
|
2021
Q3 | $388K | Sell |
14,882
-12,878
| -46% | -$319K | 0.09% | 162 |
|
|
2021
Q2 | $748K | Buy |
27,760
+15,200
| +121% | +$395K | 0.18% | 121 |
|
|
2021
Q1 | $308K | Sell |
12,560
-68
| -0.5% | -$1.57K | 0.09% | 152 |
|
|
2020
Q4 | $239K | Buy |
+12,628
| New | +$218K | 0.07% | 165 |
|
|
2020
Q1 | – | Sell |
-7,150
| Closed | -$215K | – | 201 |
|
|
2019
Q4 | $215K | Hold |
7,150
| – | – | 0.08% | 174 |
|
|
2019
Q3 | $212K | Sell |
7,150
-4,400
| -38% | -$133K | 0.09% | 167 |
|
|
2019
Q2 | $368K | Sell |
11,550
-200
| -2% | -$6.4K | 0.16% | 127 |
|
|
2019
Q1 | $388K | Buy |
11,750
+2,000
| +21% | +$64.2K | 0.18% | 123 |
|
|
2018
Q4 | $280K | Buy |
9,750
+3,950
| +68% | +$132K | 0.15% | 132 |
|
|
2018
Q3 | $220K | Sell |
5,800
-2,850
| -33% | -$107K | 0.11% | 142 |
|
|
2018
Q2 | $328K | Buy |
8,650
+1,000
| +13% | +$37.2K | 0.18% | 108 |
|
|
2018
Q1 | $258K | Hold |
7,650
| – | – | 0.15% | 116 |
|
|
2017
Q4 | $276K | Sell |
7,650
-80
| -1% | -$2.75K | 0.15% | 119 |
|
|
2017
Q3 | $265K | Sell |
7,730
-144
| -2% | -$4.68K | 0.15% | 125 |
|
|
2017
Q2 | $256K | Sell |
7,874
-46
| -0.6% | -$1.55K | 0.16% | 123 |
|
|
2017
Q1 | $277K | Sell |
7,920
-200
| -2% | -$7.23K | 0.19% | 105 |
|
|
2016
Q4 | $306K | Hold |
8,120
| – | – | 0.22% | 95 |
|
|
2016
Q3 | $287K | Sell |
8,120
-70
| -0.9% | -$2.4K | 0.22% | 98 |
|
|
2016
Q2 | $279K | Sell |
8,190
-4,564
| -36% | -$151K | 0.22% | 94 |
|
|
2016
Q1 | $395K | Buy |
12,754
+2,614
| +26% | +$75.8K | 0.35% | 76 |
|
|
2015
Q4 | $306K | Buy |
+10,140
| New | +$334K | 0.28% | 79 |
|
|
2015
Q2 | – | Sell |
-11,670
| Closed | -$453K | – | 107 |
|
|
2015
Q1 | $453K | Sell |
11,670
-180
| -2% | -$6.97K | 0.41% | 69 |
|
|
2014
Q4 | $469K | Buy |
+11,850
| New | +$493K | 0.44% | 66 |
|
Other funds holding XLE
Pinnacle Wealth Management Advisory Group's XLE Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.2% in Q2 2026, buying an estimated $20.1K and bringing the position to 11,453 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #252.
Pinnacle Wealth Management Advisory Group first reported a position in XLE in Q4 2014 and has held it in 42 quarters since. The position peaked at $748K in Q2 2021. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 11,453 shares of State Street Energy Select Sector SPDR ETF worth $608K as of Q2 2026.
- Pinnacle Wealth Management Advisory Group bought 351 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $20.1K.
- State Street Energy Select Sector SPDR ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #252 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 42 quarters since.
- Pinnacle Wealth Management Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $748K in Q2 2021.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.