Pinnacle Wealth Planning Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$491K	Buy	9,943 +2,000	+25%	+$104K	0.05%	214
2025 Q4	$435K	Hold	7,943	–	–	0.05%	232
2025 Q3	$428K	Hold	7,943	–	–	0.05%	244
2025 Q2	$416K	Buy	7,943 +181	+2%	+$8.96K	0.05%	231
2025 Q1	$387K	Buy	7,762 +348	+5%	+$17.5K	0.06%	209
2024 Q4	$358K	Buy	+7,414	New	+$358K	0.05%	215
2021 Q1	–	Sell	-134	Closed	-$4K	–	1987
2020 Q4	$4K	Buy	+134	New	+$3.58K	﹤0.01%	1767

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q1 2026, buying an estimated $104K and bringing the position to 9,943 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #214.

Pinnacle Wealth Planning Services first reported a position in XLF in Q4 2020 and has held it in 7 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pinnacle Wealth Planning Services held 9,943 shares of State Street Financial Select Sector SPDR ETF worth $491K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $104K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #214 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 7 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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