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 Q2	$10.9M	Buy	14,648 +319	+2%	+$231K	2.67%	10
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Financial Group's SPY Position: Q2 2026 in Review

Pinnacle Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, buying an estimated $231K and bringing the position to 14,648 shares worth $10.9M. The position accounts for 2.67% of the portfolio, ranked #10.

Pinnacle Financial Group first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pinnacle Financial Group held 14,648 shares of State Street SPDR S&P 500 ETF Trust worth $10.9M as of Q2 2026.
Pinnacle Financial Group bought 319 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $231K.
State Street SPDR S&P 500 ETF Trust made up 2.67% of Pinnacle Financial Group's portfolio in Q2 2026, its #10 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 19 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.