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 Q2	$171K	Buy	3,769 +899	+31%	+$40.7K	0.02%	593
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 31% in Q2 2026, buying an estimated $40.7K and bringing the position to 3,769 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #593.

Pinnacle Wealth Planning Services first reported a position in XLU in Q4 2020 and has held it in 4 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Pinnacle Wealth Planning Services held 3,769 shares of State Street Utilities Select Sector SPDR ETF worth $171K as of Q2 2026.
Pinnacle Wealth Planning Services bought 899 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.7K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #593 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 4 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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