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

Pinnacle Wealth Management 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
2021 Q4	–	Sell	-7,262	Closed	-$711K	–	123
2021 Q3	$711K	Sell	7,262 -8,833	-55%	-$907K	0.53%	46
2021 Q2	$1.65M	Buy	+16,095	New	+$1.65M	1.2%	25

Other funds holding XLI

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Management Group's XLI Position: Q4 2021 in Review

Pinnacle Wealth Management Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2021, closing a stake of 7,262 shares — an estimated $711K sold.

Pinnacle Wealth Management Group first reported a position in XLI in Q2 2021 and held it in 2 quarters. The position peaked at $1.65M in Q2 2021. 1,118 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

Pinnacle Wealth Management Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Pinnacle Wealth Management Group sold 7,262 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $711K.
Pinnacle Wealth Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and held it in 2 quarters.
Pinnacle Wealth Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.65M in Q2 2021.
1,118 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2021, filed 15 Mar 2022.