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