Energy Select Sector SPDR shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $612k | 7.0k | 87.80 |
| 2024-06-30 | $636k | 7.0k | 91.15 |
| 2024-03-31 | $658k | 7.0k | 94.41 |
| 2023-12-31 | $585k | 7.0k | 83.84 |
| 2023-09-30 | $630k | 7.0k | 90.39 |
| 2023-06-30 | $574k | 7.1k | 81.17 |
| 2023-03-31 | $586k | 7.1k | 82.83 |
| 2022-12-31 | $619k | 7.1k | 87.47 |
| 2022-09-30 | $495k | 7.1k | 70.00 |
| 2022-06-30 | $506k | 7.1k | 71.54 |
| 2022-03-31 | $541k | 7.1k | 76.49 |
| 2021-12-31 | $3.7M | 61k | 60.00 |
| 2021-09-30 | $3.3M | 63k | 52.09 |
| 2021-06-30 | $3.3M | 61k | 53.88 |
| 2021-03-31 | $3.0M | 61k | 49.07 |
| 2020-12-31 | $2.3M | 61k | 37.90 |
| 2020-09-30 | $1.8M | 61k | 29.98 |
| 2020-06-30 | $2.3M | 61k | 37.90 |
| 2020-03-31 | $0 | 7.1k | 0.00 |
More positions owned by Pinnacle Wealth Planning Services
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