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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.57M	Buy	166,941 +810	+0.5%	+$36.7K	0.05%	253
2026 Q1	$7.63M	Sell	166,131 -14,555	-8%	-$653K	0.06%	241
2025 Q4	$7.71M	Buy	+180,686	New	+$8M	0.06%	239

Other funds holding XLU

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Georgia) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.49% in Q2 2026, buying an estimated $36.7K and bringing the position to 166,941 shares worth $7.57M. The position accounts for 0.05% of the portfolio, ranked #253.

Pinnacle Financial Partners (Georgia) first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.71M in Q4 2025. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 166,941 shares of State Street Utilities Select Sector SPDR ETF worth $7.57M as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 810 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $36.7K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #253 holding.
Pinnacle Financial Partners (Georgia) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s State Street Utilities Select Sector SPDR ETF position peaked at $7.71M in Q4 2025.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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