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 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	$1.83M	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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's XLE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q1 2026, buying an estimated $121K and bringing the position to 36,496 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #54.

Pinnacle Wealth Planning Services first reported a position in XLE in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.4M in Q4 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Pinnacle Wealth Planning Services held 36,496 shares of State Street Energy Select Sector SPDR ETF worth $2.24M as of Q1 2026.
Pinnacle Wealth Planning Services bought 2,256 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $121K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #54 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 25 quarters since.
Pinnacle Wealth Planning Services's State Street Energy Select Sector SPDR ETF position peaked at $3.4M in Q4 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.