Pinnacle Wealth Planning Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Sell	5,170 -36	-0.7%	-$6.64K	0.1%	123
2026 Q2	$992K	Hold	5,206	–	–	0.09%	120
2026 Q1	$692K	Sell	5,206 -200	-4%	-$28.2K	0.07%	155
2025 Q4	$778K	Hold	5,406	–	–	0.08%	133
2025 Q3	$762K	Hold	5,406	–	–	0.09%	131
2025 Q2	$684K	Hold	5,406	–	–	0.09%	138
2025 Q1	$558K	Buy	5,406 +1,000	+23%	+$113K	0.08%	147
2024 Q4	$512K	Buy	+4,406	New	+$513K	0.08%	153
2021 Q1	–	Sell	-636	Closed	-$41K	–	1990
2020 Q4	$41K	Buy	+636	New	+$38.7K	0.01%	885

Other funds holding XLK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's XLK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.69% in Q3 2026, selling an estimated $6.64K and leaving 5,170 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #123.

Pinnacle Wealth Planning Services first reported a position in XLK in Q4 2020 and has held it in 9 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Pinnacle Wealth Planning Services held 5,170 shares of State Street Technology Select Sector SPDR ETF worth $1.01M as of Q3 2026.
Pinnacle Wealth Planning Services sold 36 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $6.64K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #123 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.