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

Pinnacle Financial Group’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,380	Closed	-$459K	–	112
2025 Q2	$459K	Sell	3,380 -125	-4%	-$16.6K	0.15%	59
2025 Q1	$476K	Hold	3,505	–	–	0.17%	56
2024 Q4	$463K	Buy	3,505 +125	+4%	+$17.5K	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	+$416K	0.33%	39

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Financial Group's SDY Position: Q3 2025 in Review

Pinnacle Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 3,380 shares — an estimated $459K sold.

Pinnacle Financial Group first reported a position in SDY in Q3 2022 and held it in 12 quarters. The position peaked at $480K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Pinnacle Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Group sold 3,380 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $459K.
Pinnacle Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 12 quarters.
Pinnacle Financial Group's State Street SPDR S&P Dividend ETF position peaked at $480K in Q3 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Pinnacle Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.