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

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 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 17,464 shares of XLE stock, worth $1.55 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,464

Previous 17,446 0.1%

Holding current value

$1.55 Million

Previous $1.63 Million 9.14%

% of portfolio

0.2%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,113

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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