Pinnacle Wealth Management Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$446K	Sell	8,315 -1,732	-17%	-$90K	0.03%	319
2026 Q1	$496K	Sell	10,047 -239	-2%	-$12.5K	0.03%	273
2025 Q4	$563K	Buy	10,286 +433	+4%	+$23.1K	0.04%	248
2025 Q3	$531K	Buy	+9,853	New	+$522K	0.04%	222
2016 Q1	–	Sell	-12,514	Closed	-$262K	–	116
2015 Q4	$262K	Buy	12,514 +2,262	+22%	+$47.6K	0.24%	87
2015 Q3	$204K	Hold	10,252	–	–	0.2%	97
2015 Q2	$219K	Buy	+10,252	New	+$221K	0.2%	94

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's XLF Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $90K and leaving 8,315 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #319.

Pinnacle Wealth Management Advisory Group first reported a position in XLF in Q2 2015 and has held it in 7 quarters since. The position peaked at $563K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 8,315 shares of State Street Financial Select Sector SPDR ETF worth $446K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 1,732 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $90K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #319 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 7 quarters since.
Pinnacle Wealth Management Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $563K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial 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.