Pinnacle Wealth Management Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Pinnacle Wealth Management Advisory Group's XLF Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q1 2026, selling an estimated $12.5K and leaving 10,047 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #273.
Pinnacle Wealth Management Advisory Group first reported a position in XLF in Q2 2015 and has held it in 6 quarters since. The position peaked at $563K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 10,047 shares of State Street Financial Select Sector SPDR ETF worth $496K as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 239 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $12.5K.
- State Street Financial Select Sector SPDR ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #273 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 6 quarters since.
- Pinnacle Wealth Management Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $563K in Q4 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.