Pinnacle Financial Group’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Sell
3,380
-125
-4% -$17K 0.15% 59
2025
Q1
$476K Hold
3,505
0.17% 56
2024
Q4
$463K Buy
3,505
+125
+4% +$16.5K 0.18% 52
2024
Q3
$480K Hold
3,380
0.19% 47
2024
Q2
$430K Hold
3,380
0.18% 50
2024
Q1
$444K Hold
3,380
0.19% 45
2023
Q4
$422K Hold
3,380
0.22% 46
2023
Q3
$389K Hold
3,380
0.23% 45
2023
Q2
$414K Hold
3,380
0.24% 44
2023
Q1
$418K Hold
3,380
0.25% 43
2022
Q4
$423K Hold
3,380
0.3% 40
2022
Q3
$377K Buy
+3,380
New +$377K 0.33% 39