Pinnacle Wealth Planning Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$94.2K Hold
864
0.01% 834
2025
Q4
$103K Buy
+864
New +$102K 0.01% 768
2021
Q1
Sell
-118
Closed -$9K 1995
2020
Q4
$9K Buy
+118
New +$9.1K ﹤0.01% 1441

Other funds holding XLY

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

Pinnacle Wealth Planning Services held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 864 shares worth $94.2K. The position accounts for 0.01% of the portfolio, ranked #834.

Pinnacle Wealth Planning Services first reported a position in XLY in Q4 2020 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 864 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $94.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #834 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $103K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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