Pinnacle Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.32M	Buy	14,329 +225	+2%	+$153K	2.55%	9
2025 Q4	$9.62M	Sell	14,104 -341	-2%	-$230K	2.79%	9
2025 Q3	$9.62M	Sell	14,445 -367	-2%	-$235K	2.91%	9
2025 Q2	$9.15M	Sell	14,812 -37	-0.2%	-$21.2K	3.06%	9
2025 Q1	$8.31M	Sell	14,849 -1,458	-9%	-$857K	3.02%	10
2024 Q4	$9.56M	Sell	16,307 -87	-0.5%	-$51.3K	3.74%	7
2024 Q3	$9.41M	Sell	16,394 -857	-5%	-$474K	3.69%	7
2024 Q2	$9.39M	Sell	17,251 -205	-1%	-$107K	4.02%	6
2024 Q1	$9.13M	Sell	17,456 -414	-2%	-$206K	4.01%	6
2023 Q4	$8.49M	Buy	17,870 +241	+1%	+$107K	4.35%	6
2023 Q3	$7.54M	Buy	17,629 +41	+0.2%	+$18.2K	4.48%	6
2023 Q2	$7.8M	Sell	17,588 -142	-0.8%	-$59.6K	4.43%	6
2023 Q1	$7.26M	Sell	17,730 -751	-4%	-$300K	4.33%	6
2022 Q4	$7.07M	Sell	18,481 -417	-2%	-$160K	5%	4
2022 Q3	$6.75M	Sell	18,898 -10	-0.1%	-$3.97K	5.84%	4
2022 Q2	$7.13M	Buy	18,908 +816	+5%	+$334K	6.08%	4
2022 Q1	$8.17M	Sell	18,092 -1,615	-8%	-$719K	6.62%	4
2021 Q4	$9.36M	Buy	+19,707	New	+$9.05M	7.24%	4

Other funds holding SPY

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Pinnacle Financial Group's SPY Position: Q1 2026 in Review

Pinnacle Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2026, buying an estimated $153K and bringing the position to 14,329 shares worth $9.32M. The position accounts for 2.55% of the portfolio, ranked #9.

Pinnacle Financial Group first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.62M in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Pinnacle Financial Group held 14,329 shares of State Street SPDR S&P 500 ETF Trust worth $9.32M as of Q1 2026.
Pinnacle Financial Group bought 225 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $153K.
State Street SPDR S&P 500 ETF Trust made up 2.55% of Pinnacle Financial Group's portfolio in Q1 2026, its #9 holding.
Pinnacle Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $9.62M in Q3 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.