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

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 7,943 shares of XLF stock, worth $426,697. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,943

Previous 7,762 2.33%

Holding current value

$426,697

Previous $386,000 7.51%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$43.92 - $52.37 $7,949 - $9,478	181 Added 2.33%	7,943 $415,000
Q1 2025 May 15, 2025	BUY	$47.32 - $52.19 $16,467 - $18,162	348 Added 4.69%	7,762 $386,000
Q4 2024 Feb 06, 2025	BUY	$44.89 - $51.34 $332,814 - $380,634	7,414 New	7,414 $358,000
Q1 2021 Apr 29, 2021	SELL	$28.95 - $34.77 $3,879 - $4,659	-134 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $3,163 - $3,950	134 New	134 $4,000

Others Institutions Holding XLF

# of Institutions

2,133

Shares Held

985M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Account

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