Energy Select Sector SPDR shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory 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 Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 3.2k | 87.79 |
| 2024-06-30 | $326k | 3.6k | 91.14 |
| 2024-03-31 | $343k | 3.6k | 94.42 |
| 2023-12-31 | $466k | 5.6k | 83.83 |
| 2023-09-30 | $522k | 5.8k | 90.39 |
| 2023-06-30 | $519k | 6.4k | 81.17 |
| 2023-03-31 | $568k | 6.9k | 82.83 |
| 2022-12-31 | $583k | 6.7k | 87.47 |
| 2022-09-30 | $479k | 6.7k | 71.98 |
| 2022-06-30 | $621k | 8.7k | 71.54 |
| 2022-03-31 | $676k | 8.8k | 76.46 |
| 2021-12-31 | $420k | 7.6k | 55.51 |
| 2021-09-30 | $388k | 7.4k | 52.14 |
| 2021-06-30 | $748k | 14k | 53.89 |
| 2021-03-31 | $308k | 6.3k | 49.04 |
| 2020-12-31 | $239k | 6.3k | 37.85 |
| 2019-12-31 | $215k | 3.6k | 60.14 |
| 2019-09-30 | $212k | 3.6k | 59.30 |
| 2019-06-30 | $368k | 5.8k | 63.72 |
| 2019-03-31 | $388k | 5.9k | 66.04 |
| 2018-12-31 | $280k | 4.9k | 57.44 |
| 2018-09-30 | $220k | 2.9k | 75.86 |
| 2018-06-30 | $328k | 4.3k | 75.84 |
| 2018-03-31 | $258k | 3.8k | 67.45 |
| 2017-12-31 | $276k | 3.8k | 72.16 |
| 2017-09-30 | $265k | 3.9k | 68.56 |
| 2017-06-30 | $256k | 3.9k | 65.02 |
| 2017-03-31 | $277k | 4.0k | 69.95 |
| 2016-12-31 | $306k | 4.1k | 75.37 |
| 2016-09-30 | $287k | 4.1k | 70.69 |
| 2016-06-30 | $279k | 4.1k | 68.13 |
| 2016-03-31 | $395k | 6.4k | 61.94 |
| 2015-12-31 | $306k | 5.1k | 60.36 |
| 2015-03-31 | $453k | 5.8k | 77.63 |
| 2014-12-31 | $469k | 5.9k | 79.16 |
More positions owned by Pinnacle Wealth Management Advisory
View all positions for Pinnacle Wealth Management Advisory