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Financial Select Sector SPDR shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial 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 Financial Select Sector SPDR by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $531k 9.9k 53.87
2015-12-31 $262k 11k 23.85
2015-09-30 $204k 9.0k 22.67
2015-06-30 $219k 9.0k 24.33

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
SPDR S&P 500 ETF Tr Etf (SPY)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays
Ameriprise Financial

View all funds holding Financial Select Sector SPDR