Pinnacle Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$354K	Buy	7,178 +114	+2%	+$5.94K	0.1%	84
2025 Q4	$387K	Hold	7,064	–	–	0.11%	78
2025 Q3	$381K	Buy	7,064 +617	+10%	+$32.7K	0.12%	79
2025 Q2	$338K	Sell	6,447 -152	-2%	-$7.52K	0.11%	74
2025 Q1	$329K	Buy	6,599 +4	+0.1%	+$201	0.12%	71
2024 Q4	$319K	Buy	6,595 +115	+2%	+$5.56K	0.12%	68
2024 Q3	$294K	Buy	6,480 +665	+11%	+$29K	0.12%	66
2024 Q2	$239K	Sell	5,815 -472	-8%	-$19.4K	0.1%	64
2024 Q1	$265K	Hold	6,287	–	–	0.12%	59
2023 Q4	$236K	Sell	6,287 -50	-0.8%	-$1.73K	0.12%	60
2023 Q3	$210K	Hold	6,337	–	–	0.13%	57
2023 Q2	$214K	Sell	6,337 -1,107	-15%	-$36.1K	0.12%	62
2023 Q1	$239K	Buy	7,444 +711	+11%	+$24.7K	0.14%	60
2022 Q4	$230K	Hold	6,733	–	–	0.16%	59
2022 Q3	$204K	Hold	6,733	–	–	0.18%	57
2022 Q2	$212K	Sell	6,733 -182	-3%	-$6.29K	0.18%	57
2022 Q1	$265K	Buy	6,915 +182	+3%	+$7.11K	0.21%	53
2021 Q4	$263K	Buy	+6,733	New	+$265K	0.2%	56

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

Pinnacle Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q1 2026, buying an estimated $5.94K and bringing the position to 7,178 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #84.

Pinnacle Financial Group first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $387K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pinnacle Financial Group held 7,178 shares of State Street Financial Select Sector SPDR ETF worth $354K as of Q1 2026.
Pinnacle Financial Group bought 114 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.94K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Pinnacle Financial Group's portfolio in Q1 2026, its #84 holding.
Pinnacle Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $387K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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