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Technology SPDR shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology 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 Technology SPDR by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 7.4k 281.86
2025-06-30 $1.9M 7.4k 253.22
2025-03-31 $1.5M 7.4k 206.48
2024-12-31 $1.8M 7.6k 232.51
2024-09-30 $1.4M 6.1k 225.77
2024-06-30 $1.4M 6.1k 226.22
2024-03-31 $1.3M 6.2k 208.28
2023-12-31 $1.2M 6.1k 192.47
2023-09-30 $1.0M 6.3k 163.93
2023-06-30 $1.1M 6.3k 173.87
2023-03-31 $920k 6.1k 151.01
2022-12-31 $758k 6.1k 124.44
2022-09-30 $696k 5.9k 118.75
2022-06-30 $1.8M 14k 127.14
2022-03-31 $931k 5.9k 158.90
2021-12-31 $1.0M 5.9k 173.95
2021-09-30 $572k 3.8k 149.23
2021-06-30 $606k 4.1k 147.59
2021-03-31 $545k 4.1k 132.73
2020-12-31 $525k 4.0k 129.95
2020-09-30 $454k 3.9k 116.80
2020-06-30 $340k 3.3k 104.62
2020-03-31 $277k 3.5k 80.29
2019-12-31 $316k 3.5k 91.59
2019-09-30 $289k 3.6k 80.43
2019-06-30 $280k 3.6k 77.93
2019-03-31 $266k 3.6k 74.03
2018-12-31 $223k 3.6k 62.07
2018-09-30 $271k 3.6k 75.42
2018-06-30 $250k 3.6k 69.58
2018-03-31 $250k 3.8k 65.36
2017-12-31 $267k 4.2k 63.88
2016-12-31 $220k 4.6k 48.35
2016-09-30 $217k 4.6k 47.69

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 Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR