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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
2024-06-30 $431k 4.7k 91.15
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 Tr Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
O'reilly Automotive (ORLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Pinnacle Family Advisors

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Squarepoint Ops
Parallax Volatility Advisers
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR