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Energy Select Sector SPDR shares owned by Pinnacle Family Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Pinnacle Family Advisors from 13F filings

Historical chart of Pinnacle Family Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $460k 5.5k 83.84
2023-09-30 $735k 8.1k 90.39
2020-06-30 $235k 6.2k 37.90

More positions owned by Pinnacle Family Advisors

Ishares Tr Core S&p500 Etf (IVV)
Tidal Etf Tr Ii Pinnacle Focused (FCUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
O'reilly Automotive (ORLY)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Pinnacle Family Advisors

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Susquehanna International
Elliott Investment Management
Citadel Advisors
Millennium Management
Wells Fargo & Company
Nomura Holdings
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
Goldman Sachs Group
Barclays
Jpmorgan Chase & Co
Citigroup
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR