Pinnacle Wealth Planning Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.25M	Buy	36,569 +73	+0.2%	+$4.42K	0.22%	61
2026 Q2	$1.94M	Hold	36,496	–	–	0.18%	71
2026 Q1	$2.24M	Buy	36,496 +2,256	+7%	+$121K	0.23%	54
2025 Q4	$1.53M	Sell	34,240 -1,000	-3%	-$44.5K	0.16%	70
2025 Q3	$1.57M	Buy	35,240 +312	+0.9%	+$13.7K	0.18%	68
2025 Q2	$1.48M	Buy	34,928 +36	+0.1%	+$1.5K	0.19%	61
2025 Q1	$1.63M	Buy	34,892 +2,600	+8%	+$117K	0.25%	54
2024 Q4	$1.38M	Buy	32,292 +18,346	+132%	+$834K	0.21%	59
2024 Q3	$612K	Hold	13,946	–	–	0.08%	159
2024 Q2	$636K	Hold	13,946	–	–	0.09%	141
2024 Q1	$658K	Hold	13,946	–	–	0.1%	138
2023 Q4	$585K	Hold	13,946	–	–	0.09%	150
2023 Q3	$630K	Sell	13,946 -200	-1%	-$8.75K	0.1%	127
2023 Q2	$574K	Hold	14,146	–	–	0.09%	142
2023 Q1	$586K	Hold	14,146	–	–	0.1%	150
2022 Q4	$619K	Hold	14,146	–	–	0.11%	128
2022 Q3	$509K	Hold	14,146	–	–	0.09%	138
2022 Q2	$506K	Hold	14,146	–	–	0.09%	151
2022 Q1	$541K	Sell	14,146 -108,400	-88%	-$3.75M	0.1%	159
2021 Q4	$3.4M	Sell	122,546 -2,500	-2%	-$70.6K	0.66%	29
2021 Q3	$3.26M	Buy	125,046 +2,504	+2%	+$62K	0.72%	26
2021 Q2	$3.3M	Hold	122,542	–	–	0.77%	23
2021 Q1	$3.01M	Hold	122,542	–	–	0.77%	24
2020 Q4	$2.32M	Hold	122,542	–	–	0.55%	27
2020 Q3	$1.84M	Hold	122,542	–	–	0.61%	29
2020 Q2	$2.32M	Buy	122,542 +108,366	+764%	+$2.02M	0.75%	29
2020 Q1	$205K	Buy	+14,176	New	+$336K	0.1%	190

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Wealth Planning Services's XLE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.2% in Q3 2026, buying an estimated $4.42K and bringing the position to 36,569 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #61.

Pinnacle Wealth Planning Services first reported a position in XLE in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.4M in Q4 2021. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Pinnacle Wealth Planning Services held 36,569 shares of State Street Energy Select Sector SPDR ETF worth $2.25M as of Q3 2026.
Pinnacle Wealth Planning Services bought 73 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $4.42K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #61 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 27 quarters since.
Pinnacle Wealth Planning Services's State Street Energy Select Sector SPDR ETF position peaked at $3.4M in Q4 2021.
962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.