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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$855K	Sell	4,618 -127	-3%	-$22.1K	0.05%	202
2026 Q1	$767K	Sell	4,745 -11	-0.2%	-$1.85K	0.05%	202
2025 Q4	$738K	Buy	4,756 +1,075	+29%	+$165K	0.05%	199
2025 Q3	$568K	Buy	3,681 +11	+0.3%	+$1.67K	0.04%	211
2025 Q2	$541K	Sell	3,670 -750	-17%	-$102K	0.04%	205
2025 Q1	$579K	Buy	4,420 +750	+20%	+$101K	0.05%	189
2024 Q4	$484K	Sell	3,670 -42	-1%	-$5.79K	0.05%	204
2024 Q3	$503K	Sell	3,712 -10	-0.3%	-$1.27K	0.05%	200
2024 Q2	$454K	Sell	3,722 -400	-10%	-$49.3K	0.05%	205
2024 Q1	$519K	Sell	4,122 -519	-11%	-$61.1K	0.06%	185
2023 Q4	$529K	Sell	4,641 -1,000	-18%	-$105K	0.06%	176
2023 Q3	$572K	Buy	5,641 +18	+0.3%	+$1.93K	0.07%	163
2023 Q2	$603K	Buy	5,623 +447	+9%	+$45K	0.08%	161
2023 Q1	$524K	Buy	5,176 +1,195	+30%	+$120K	0.07%	173
2022 Q4	$391K	Sell	3,981 -254	-6%	-$24.2K	0.06%	195
2022 Q3	$351K	Buy	4,235 +151	+4%	+$13.9K	0.06%	196
2022 Q2	$357K	Buy	4,084 +1,043	+34%	+$98.3K	0.06%	203
2022 Q1	$313K	Sell	3,041 -34	-1%	-$3.45K	0.05%	222
2021 Q4	$325K	Buy	3,075 +1,008	+49%	+$105K	0.05%	209
2021 Q3	$202K	Buy	2,067 +1	+0%	+$103	0.05%	213
2021 Q2	$212K	Buy	+2,066	New	+$212K	0.05%	209

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.7% in Q2 2026, selling an estimated $22.1K and leaving 4,618 shares worth $855K. The position accounts for 0.05% of the portfolio, ranked #202.

Pinnacle Wealth Management Advisory Group first reported a position in XLI in Q2 2021 and has held it in 21 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 4,618 shares of State Street Industrial Select Sector SPDR ETF worth $855K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 127 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.1K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #202 holding.
Pinnacle Wealth Management Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial 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.