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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

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Quarterly reported holdings in Energy Select Sector SPDR by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
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
D. E. Shaw & Co

View all funds holding Energy Select Sector SPDR