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

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 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 $416,610. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,943
Previous 7,943 -0.0%
Holding current value
$416,610
Previous $415,000 2.89%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,165
Shares Held
763M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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