Pinnacle Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pinnacle Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$365K	Hold	1,914	–	–	0.23%	28
2026 Q1	$254K	Hold	1,914	–	–	0.17%	25
2025 Q4	$276K	Hold	1,914	–	–	0.19%	38
2025 Q3	$270K	Hold	1,914	–	–	0.18%	36
2025 Q2	$242K	Buy	+1,914	New	+$212K	0.2%	37
2025 Q1	–	Sell	-1,914	Closed	-$223K	–	76
2024 Q4	$223K	Hold	1,914	–	–	0.25%	35
2024 Q3	$216K	Hold	1,914	–	–	0.26%	36
2024 Q2	$217K	Sell	1,914 -386	-17%	-$40.6K	0.27%	41
2024 Q1	$240K	Sell	2,300 -622	-21%	-$62.9K	0.25%	43
2023 Q4	$281K	Sell	2,922 -1,288	-31%	-$115K	0.32%	31
2023 Q3	$345K	Buy	4,210 +50	+1%	+$4.29K	0.42%	36
2023 Q2	$362K	Buy	+4,160	New	+$328K	0.36%	43
2022 Q4	–	Sell	-6,790	Closed	-$403K	–	60
2022 Q3	$403K	Buy	+6,790	New	+$463K	0.49%	45

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Management's XLK Position: Q2 2026 in Review

Pinnacle Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,914 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #28.

Pinnacle Wealth Management first reported a position in XLK in Q3 2022 and has held it in 13 quarters since. The position peaked at $403K in Q3 2022. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pinnacle Wealth Management held 1,914 shares of State Street Technology Select Sector SPDR ETF worth $365K as of Q2 2026.
Pinnacle Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.23% of Pinnacle Wealth Management's portfolio in Q2 2026, its #28 holding.
Pinnacle Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
Pinnacle Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $403K in Q3 2022.
754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.