Pinnacle Wealth Planning Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Hold	2,870	–	–	0.01%	653
2025 Q4	$123K	Buy	+2,870	New	+$127K	0.01%	678
2021 Q1	–	Sell	-156	Closed	-$5K	–	1993
2020 Q4	$5K	Buy	+156	New	+$4.94K	﹤0.01%	1693

Other funds holding XLU

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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 2,870 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #653.

Pinnacle Wealth Planning Services first reported a position in XLU in Q4 2020 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Pinnacle Wealth Planning Services held 2,870 shares of State Street Utilities Select Sector SPDR ETF worth $132K as of Q1 2026.
Pinnacle Wealth Planning Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #653 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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