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 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Pinnacle Wealth Planning Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q1 2026, selling an estimated $28.2K and leaving 5,206 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #155.

Pinnacle Wealth Planning Services first reported a position in XLK in Q4 2020 and has held it in 7 quarters since. The position peaked at $778K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Pinnacle Wealth Planning Services held 5,206 shares of State Street Technology Select Sector SPDR ETF worth $692K as of Q1 2026.
Pinnacle Wealth Planning Services sold 200 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $28.2K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #155 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 7 quarters since.
Pinnacle Wealth Planning Services's State Street Technology Select Sector SPDR ETF position peaked at $778K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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