SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 34,240 Value ($000) $1,531 Avg Close Range
Q3 2025
Shares 17,620 Value ($000) $1,574 Avg Close Range
Q2 2025
Shares 17,464 Value ($000) $1,481 Avg Close Range
Q1 2025
Shares 17,446 Value ($000) $1,630 Avg Close Range
Q4 2024
Shares 16,146 Value ($000) $1,383 Avg Close Range
Q3 2024
Shares 6,973 Value ($000) $612 Avg Close Range
Q2 2024
Shares 6,973 Value ($000) $636 Avg Close Range
Q1 2024
Shares 6,973 Value ($000) $658 Avg Close Range
Q4 2023
Shares 6,973 Value ($000) $585 Avg Close Range
Q3 2023
Shares 6,973 Value ($000) $630 Avg Close Range
Q2 2023
Shares 7,073 Value ($000) $574 Avg Close Range
Q1 2023
Shares 7,073 Value ($000) $586 Avg Close Range
Q4 2022
Shares 7,073 Value ($000) $619 Avg Close Range
Q3 2022
Shares 7,073 Value ($000) $509 Avg Close Range
Q2 2022
Shares 7,073 Value ($000) $506 Avg Close Range
Q1 2022
Shares 7,073 Value ($000) $541 Avg Close Range
Q4 2021
Shares 61,273 Value ($000) $3,401 Avg Close Range
Q3 2021
Shares 62,523 Value ($000) $3,257 Avg Close Range
Q2 2021
Shares 61,271 Value ($000) $3,301 Avg Close Range
Q1 2021
Shares 61,271 Value ($000) $3,006 Avg Close Range
Q4 2020
Shares 61,271 Value ($000) $2,322 Avg Close Range
Q3 2020
Shares 61,271 Value ($000) $1,835 Avg Close Range
Q2 2020
Shares 61,271 Value ($000) $2,319 Avg Close Range
Q1 2020
Shares 7,088 Value ($000) $205 Avg Close Range