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: Q2 2026 in Review
Pinnacle Wealth Planning Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q2 2026, buying an estimated $52K and bringing the position to 10,943 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #195.
Pinnacle Wealth Planning Services first reported a position in XLF in Q4 2020 and has held it in 8 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Pinnacle Wealth Planning Services held 10,943 shares of State Street Financial Select Sector SPDR ETF worth $587K as of Q2 2026.
- Pinnacle Wealth Planning Services bought 1,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $52K.
- State Street Financial Select Sector SPDR ETF made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #195 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 8 quarters since.
- 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.