Pinnacle Wealth Planning Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.78K	Hold	42	–	–	﹤0.01%	2166
2026 Q1	$6.79K	Hold	42	–	–	﹤0.01%	2157
2025 Q4	$6.51K	Buy	+42	New	+$6.46K	﹤0.01%	2192
2021 Q1	–	Sell	-93	Closed	-$8K	–	1989
2020 Q4	$8K	Buy	+93	New	+$7.84K	﹤0.01%	1487

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's XLI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 42 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Pinnacle Wealth Planning Services first reported a position in XLI in Q4 2020 and has held it in 4 quarters since. The position peaked at $8K in Q4 2020. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Pinnacle Wealth Planning Services held 42 shares of State Street Industrial Select Sector SPDR ETF worth $7.78K as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2166 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's State Street Industrial Select Sector SPDR ETF position peaked at $8K in Q4 2020.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.