Pinnacle Financial Partners (Tennessee)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.5M	Sell	20,484 -19,075	-48%	-$8.6M	0.23%	121
2025 Q2	$17.4M	Sell	39,559 -4	-0%	-$1.66K	0.37%	74
2025 Q1	$16.7M	Sell	39,563 -66	-0.2%	-$28.5K	0.34%	77
2024 Q4	$16.8M	Hold	39,629	–	–	0.34%	76
2024 Q3	$16.8M	Sell	39,629 -269	-0.7%	-$109K	0.34%	78
2024 Q2	$15.7M	Sell	39,898 -17	-0%	-$6.6K	0.34%	77
2024 Q1	$15.9M	Sell	39,915 -125	-0.3%	-$48.2K	0.34%	78
2023 Q4	$15.1M	Sell	40,040 -95	-0.2%	-$33.2K	0.36%	76
2023 Q3	$13.4M	Sell	40,135 -473	-1%	-$164K	0.35%	80
2023 Q2	$14M	Sell	40,608 -2,217	-5%	-$746K	0.35%	83
2023 Q1	$14.2M	Buy	42,825 +2,804	+7%	+$932K	0.38%	76
2022 Q4	$13.3M	Buy	40,021 +100	+0.3%	+$32.5K	0.38%	77
2022 Q3	$11.5M	Sell	39,921 -268	-0.7%	-$85.2K	0.42%	75
2022 Q2	$12.4M	Sell	40,189 -100	-0.2%	-$32.7K	0.44%	71
2022 Q1	$14M	Sell	40,289 -29	-0.1%	-$10.1K	0.44%	65
2021 Q4	$14.6M	Sell	40,318 -453	-1%	-$161K	0.46%	65
2021 Q3	$13.8M	Hold	40,771	–	–	0.49%	67
2021 Q2	$14.1M	Sell	40,771 -18	-0%	-$6.14K	0.57%	53
2021 Q1	$13M	Sell	40,789 -65	-0.2%	-$20.5K	0.59%	48
2020 Q4	$12M	Buy	40,854 +6	+0%	+$1.75K	0.59%	47
2020 Q3	$11.3M	Buy	40,848 +992	+2%	+$271K	0.62%	44
2020 Q2	$10.3M	Sell	39,856 -260	-0.6%	-$63.9K	0.59%	49
2020 Q1	$8.79M	Buy	40,116 +6,385	+19%	+$1.7M	0.61%	43
2019 Q4	$9.62M	Buy	33,731 +31,732	+1,587%	+$8.74M	0.6%	51
2019 Q3	$538K	Buy	1,999 +18	+0.9%	+$4.8K	0.04%	241
2019 Q2	$527K	Sell	1,981 -70	-3%	-$18.3K	0.04%	238
2019 Q1	$531K	Hold	2,051	–	–	0.04%	233
2018 Q4	$478K	Hold	2,051	–	–	0.05%	226
2018 Q3	$542K	Sell	2,051 -360	-15%	-$92.2K	0.05%	227
2018 Q2	$585K	Hold	2,411	–	–	0.06%	216
2018 Q1	$582K	Hold	2,411	–	–	0.06%	207
2017 Q4	$596K	Hold	2,411	–	–	0.06%	198
2017 Q3	$540K	Hold	2,411	–	–	0.07%	184
2017 Q2	$514K	Buy	2,411 +441	+22%	+$92.5K	0.07%	205
2017 Q1	$406K	Hold	1,970	–	–	0.08%	187
2016 Q4	$389K	Hold	1,970	–	–	0.08%	183
2016 Q3	$364K	Hold	1,970	–	–	0.08%	196
2016 Q2	$364K	Sell	1,970 -50	-2%	-$8.88K	0.08%	188
2016 Q1	$357K	Buy	2,020 +50	+3%	+$8.33K	0.09%	181
2015 Q4	$343K	Sell	1,970 -50	-2%	-$8.73K	0.11%	183
2015 Q3	$328K	Hold	2,020	–	–	0.1%	169
2015 Q2	$355K	Hold	2,020	–	–	0.11%	160
2015 Q1	$359K	Buy	2,020 +50	+3%	+$8.9K	0.12%	160
2014 Q4	$350K	Hold	1,970	–	–	0.12%	159
2014 Q3	$335K	Hold	1,970	–	–	0.13%	149
2014 Q2	$331K	Hold	1,970	–	–	0.13%	145
2014 Q1	$324K	Hold	1,970	–	–	0.15%	128
2013 Q4	$326K	Hold	1,970	–	–	0.15%	122
2013 Q3	$297K	Hold	1,970	–	–	0.15%	115
2013 Q2	$293K	Buy	+1,970	New	+$294K	0.15%	110

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DIA Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 48% in Q3 2025, selling an estimated $8.6M and leaving 20,484 shares worth $9.5M. The position accounts for 0.23% of the portfolio, ranked #121.

Pinnacle Financial Partners (Tennessee) first reported a position in DIA in Q2 2013 and has held it in 50 quarters since. The position peaked at $17.4M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 20,484 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.5M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 19,075 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $8.6M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.23% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #121 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 50 quarters since.
Pinnacle Financial Partners (Tennessee)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $17.4M in Q2 2025.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.