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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Pinnacle Wealth Planning Services 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 Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Pinnacle Wealth Planning Services