Pinnacle Wealth Management 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
2022
Q1
Sell
-42,694
Closed -$1.19M 129
2021
Q4
$1.19M Sell
42,694
-11,946
-22% -$338K 0.88% 32
2021
Q3
$1.42M Buy
54,640
+7,402
+16% +$183K 1.07% 30
2021
Q2
$1.27M Buy
+47,238
New +$1.23M 0.93% 33

Other funds holding XLE

Pinnacle Wealth Management Group's XLE Position: Q1 2022 in Review

Pinnacle Wealth Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 42,694 shares — an estimated $1.19M sold.

Pinnacle Wealth Management Group first reported a position in XLE in Q2 2021 and held it in 3 quarters. The position peaked at $1.42M in Q3 2021. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

  • Pinnacle Wealth Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 42,694 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $1.19M.
  • Pinnacle Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Pinnacle Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $1.42M in Q3 2021.
  • 1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2022, filed 21 Apr 2022.