Pinnacle Wealth Planning Services, Inc. Energy Sector Spdr Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 17,620 shares of XLE stock, worth $1.62 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
17,620
Previous 17,464 0.89%
Holding current value
$1.62 Million
Previous $1.48 Million 6.28%
% of portfolio
0.19%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$84.25 - $91.99 $13,143 - $14,350
156 Added 0.89%
17,620 $1.57 Million
Q2 2025

Aug 11, 2025
BUY
$76.44 - $94.13 $1,375 - $1,694
18 Added 0.1%
17,464 $1.48 Million
Q1 2025

May 15, 2025
BUY
$85.7 - $93.96 $111,410 - $122,147
1,300 Added 8.05%
17,446 $1.63 Million
Q4 2024

Feb 06, 2025
BUY
$83.32 - $97.27 $764,294 - $892,257
9,173 Added 131.55%
16,146 $1.38 Million
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $7,909 - $9,336
-100 Reduced 1.41%
6,973 $630,000
Q1 2022

Apr 20, 2022
SELL
$57.22 - $78.75 $3.1 Million - $4.27 Million
-54,200 Reduced 88.46%
7,073 $541,000
Q4 2021

Jan 21, 2022
SELL
$53.01 - $59.14 $66,262 - $73,925
-1,250 Reduced 2.0%
61,273 $3.4 Million
Q3 2021

Oct 29, 2021
BUY
$45.79 - $54.81 $57,329 - $68,622
1,252 Added 2.04%
62,523 $3.26 Million
Q2 2020

Jul 27, 2020
BUY
$27.62 - $46.86 $1.5 Million - $2.54 Million
54,183 Added 764.43%
61,271 $2.32 Million
Q1 2020

May 11, 2020
BUY
$23.57 - $60.87 $167,064 - $431,446
7,088 New
7,088 $205,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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