Pinnacle Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.15M | Sell |
14,812
-37
| -0.2% | -$22.9K | 3.06% | 9 |
|
2025
Q1 | $8.31M | Sell |
14,849
-1,458
| -9% | -$816K | 3.02% | 10 |
|
2024
Q4 | $9.56M | Sell |
16,307
-87
| -0.5% | -$51K | 3.74% | 7 |
|
2024
Q3 | $9.41M | Sell |
16,394
-857
| -5% | -$492K | 3.69% | 7 |
|
2024
Q2 | $9.39M | Sell |
17,251
-205
| -1% | -$112K | 4.02% | 6 |
|
2024
Q1 | $9.13M | Sell |
17,456
-414
| -2% | -$217K | 4.01% | 6 |
|
2023
Q4 | $8.49M | Buy |
17,870
+241
| +1% | +$115K | 4.35% | 6 |
|
2023
Q3 | $7.54M | Buy |
17,629
+41
| +0.2% | +$17.5K | 4.48% | 6 |
|
2023
Q2 | $7.8M | Sell |
17,588
-142
| -0.8% | -$62.9K | 4.43% | 6 |
|
2023
Q1 | $7.26M | Sell |
17,730
-751
| -4% | -$307K | 4.33% | 6 |
|
2022
Q4 | $7.07M | Sell |
18,481
-417
| -2% | -$159K | 5% | 4 |
|
2022
Q3 | $6.75M | Sell |
18,898
-10
| -0.1% | -$3.57K | 5.84% | 4 |
|
2022
Q2 | $7.13M | Buy |
18,908
+816
| +5% | +$308K | 6.08% | 4 |
|
2022
Q1 | $8.17M | Sell |
18,092
-1,615
| -8% | -$729K | 6.62% | 4 |
|
2021
Q4 | $9.36M | Buy |
+19,707
| New | +$9.36M | 7.24% | 4 |
|