Pinnacle Wealth Management Advisory Group, LLC Energy Sector Spdr Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 3,449 shares of XLE stock, worth $283,576. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,449
Previous 3,246 6.25%
Holding current value
$283,576
Previous $278,000 15.83%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$85.7 - $93.96 $17,397 - $19,073
203 Added 6.25%
3,449 $322,000
Q4 2024

Jan 30, 2025
BUY
$83.32 - $97.27 $833 - $972
10 Added 0.31%
3,246 $278,000
Q3 2024

Oct 16, 2024
SELL
$84.35 - $93.39 $28,425 - $31,472
-337 Reduced 9.43%
3,236 $284,000
Q2 2024

Jul 25, 2024
SELL
$88.04 - $98.08 $5,370 - $5,982
-61 Reduced 1.68%
3,573 $325,000
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $153,666 - $181,550
-1,923 Reduced 34.61%
3,634 $343,000
Q4 2023

Feb 06, 2024
SELL
$81.2 - $91.96 $17,620 - $19,955
-217 Reduced 3.76%
5,557 $465,000
Q3 2023

Oct 25, 2023
SELL
$79.09 - $93.36 $49,431 - $58,350
-625 Reduced 9.77%
5,774 $521,000
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $35,078 - $39,951
-458 Reduced 6.68%
6,399 $519,000
Q1 2023

May 04, 2023
BUY
$76.97 - $93.11 $14,778 - $17,877
192 Added 2.88%
6,857 $567,000
Q4 2022

Feb 06, 2023
BUY
$76.09 - $94.08 $760 - $940
10 Added 0.15%
6,665 $582,000
Q3 2022

Nov 09, 2022
SELL
$67.49 - $84.09 $136,667 - $170,282
-2,025 Reduced 23.33%
6,655 $479,000
Q2 2022

Aug 01, 2022
SELL
$70.66 - $92.28 $11,376 - $14,857
-161 Reduced 1.82%
8,680 $621,000
Q1 2022

May 05, 2022
BUY
$57.22 - $78.75 $72,955 - $100,406
1,275 Added 16.85%
8,841 $676,000
Q4 2021

Jan 20, 2022
BUY
$53.01 - $59.14 $6,626 - $7,392
125 Added 1.68%
7,566 $420,000
Q3 2021

Oct 29, 2021
SELL
$45.79 - $54.81 $294,841 - $352,921
-6,439 Reduced 46.39%
7,441 $388,000
Q2 2021

Aug 10, 2021
BUY
$47.07 - $56.19 $357,732 - $427,044
7,600 Added 121.02%
13,880 $748,000
Q1 2021

May 13, 2021
SELL
$37.96 - $53.57 $1,290 - $1,821
-34 Reduced 0.54%
6,280 $308,000
Q4 2020

Feb 03, 2021
BUY
$27.71 - $41.6 $174,960 - $262,662
6,314 New
6,314 $239,000
Q1 2020

May 08, 2020
SELL
$23.57 - $60.87 $84,262 - $217,610
-3,575 Closed
0 $0
Q3 2019

Nov 06, 2019
SELL
$59.2 - $63.13 $130,240 - $138,886
-2,200 Reduced 38.1%
3,575 $212,000
Q2 2019

Aug 08, 2019
SELL
N/A
-100 Reduced 1.7%
5,775 $368,000
Q1 2019

May 09, 2019
BUY
N/A
1,000 Added 20.51%
5,875 $388,000
Q4 2018

Feb 05, 2019
BUY
N/A
1,975 Added 68.1%
4,875 $280,000
Q3 2018

Nov 09, 2018
SELL
N/A
-1,425 Reduced 32.95%
2,900 $220,000
Q2 2018

Aug 14, 2018
BUY
N/A
500 Added 13.07%
4,325 $328,000
Q4 2017

Feb 12, 2018
SELL
N/A
-40 Reduced 1.03%
3,825 $276,000
Q3 2017

Nov 08, 2017
SELL
N/A
-72 Reduced 1.83%
3,865 $265,000
Q2 2017

Aug 07, 2017
BUY
N/A
3,937
3,937 $256,000

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email