Pinnacle Financial Partners (Georgia)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Sell	192,568 -18,799	-9%	-$1.07M	0.07%	211
2026 Q1	$13M	Buy	211,367 +13,528	+7%	+$726K	0.1%	169
2025 Q4	$8.85M	Buy	+197,839	New	+$8.81M	0.07%	219

Other funds holding XLE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia)'s XLE Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.9% in Q2 2026, selling an estimated $1.07M and leaving 192,568 shares worth $10.2M. The position accounts for 0.07% of the portfolio, ranked #211.

Pinnacle Financial Partners (Georgia) first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 192,568 shares of State Street Energy Select Sector SPDR ETF worth $10.2M as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 18,799 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
State Street Energy Select Sector SPDR ETF made up 0.07% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #211 holding.
Pinnacle Financial Partners (Georgia) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s State Street Energy Select Sector SPDR ETF position peaked at $13M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.