Pinnacle Wealth Management Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,107	Closed	-$244K	–	380
2024 Q4	$244K	Sell	3,107 -16	-0.5%	-$1.3K	0.02%	313
2024 Q3	$259K	Hold	3,123	–	–	0.02%	301
2024 Q2	$239K	Hold	3,123	–	–	0.02%	308
2024 Q1	$238K	Hold	3,123	–	–	0.03%	303
2023 Q4	$225K	Sell	3,123 -300	-9%	-$20.8K	0.03%	298
2023 Q3	$236K	Sell	3,423 -180	-5%	-$13.2K	0.03%	274
2023 Q2	$267K	Sell	3,603 -44	-1%	-$3.3K	0.03%	259
2023 Q1	$272K	Buy	3,647 +190	+5%	+$13.9K	0.04%	250
2022 Q4	$258K	Sell	3,457 -497	-13%	-$36.2K	0.04%	242
2022 Q3	$264K	Hold	3,954	–	–	0.04%	225
2022 Q2	$285K	Hold	3,954	–	–	0.05%	229
2022 Q1	$300K	Hold	3,954	–	–	0.04%	226
2021 Q4	$305K	Buy	+3,954	New	+$287K	0.05%	214

Other funds holding XLP

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's XLP Position: Q1 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 3,107 shares — an estimated $244K sold.

Pinnacle Wealth Management Advisory Group first reported a position in XLP in Q4 2021 and held it in 13 quarters. The position peaked at $305K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Pinnacle Wealth Management Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 3,107 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $244K.
Pinnacle Wealth Management Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Pinnacle Wealth Management Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $305K in Q4 2021.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2025, filed 7 May 2025.