Financial Select Sector SPDR shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 7.9k | 53.87 |
| 2025-06-30 | $416k | 7.9k | 52.37 |
| 2025-03-31 | $387k | 7.8k | 49.81 |
| 2024-12-31 | $358k | 7.4k | 48.33 |
| 2020-12-31 | $4.0k | 134 | 29.85 |
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