Pinnacle Wealth Planning Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Pinnacle Wealth Planning Services's XLF Position: Q3 2026 in Review
Pinnacle Wealth Planning Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.2% in Q3 2026, buying an estimated $1.25K and bringing the position to 10,965 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #204.
Pinnacle Wealth Planning Services first reported a position in XLF in Q4 2020 and has held it in 9 quarters since. The position peaked at $587K in Q2 2026. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.
- Pinnacle Wealth Planning Services held 10,965 shares of State Street Financial Select Sector SPDR ETF worth $586K as of Q3 2026.
- Pinnacle Wealth Planning Services bought 22 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.25K.
- State Street Financial Select Sector SPDR ETF made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #204 holding.
- Pinnacle Wealth Planning Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
- Pinnacle Wealth Planning Services's State Street Financial Select Sector SPDR ETF position peaked at $587K in Q2 2026.
- 852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.