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

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$2.64M	Sell	59,078 -16,048	-21%	-$703K	0.06%	198
2025 Q2	$3.19M	Sell	75,126 -21,618	-22%	-$900K	0.07%	191
2025 Q1	$4.51M	Sell	96,744 -7,508	-7%	-$339K	0.09%	177
2024 Q4	$4.47M	Buy	104,252 +47,212	+83%	+$2.15M	0.09%	176
2024 Q3	$2.5M	Sell	57,040 -6,412	-10%	-$287K	0.05%	207
2024 Q2	$2.89M	Sell	63,452 -610	-1%	-$28.4K	0.06%	195
2024 Q1	$3.02M	Sell	64,062 -1,780	-3%	-$76.5K	0.07%	191
2023 Q4	$2.76M	Buy	65,842 +4,146	+7%	+$177K	0.07%	186
2023 Q3	$2.79M	Buy	61,696 +102	+0.2%	+$4.46K	0.07%	180
2023 Q2	$2.5M	Sell	61,594 -6,150	-9%	-$250K	0.06%	184
2023 Q1	$2.81M	Sell	67,744 -7,076	-9%	-$303K	0.08%	174
2022 Q4	$3.27M	Buy	74,820 +7,194	+11%	+$313K	0.09%	164
2022 Q3	$2.44M	Buy	67,626 +3,958	+6%	+$150K	0.09%	179
2022 Q2	$2.28M	Sell	63,668 -21,482	-25%	-$862K	0.08%	179
2022 Q1	$3.25M	Buy	85,150 +25,814	+44%	+$894K	0.1%	162
2021 Q4	$1.65M	Buy	59,336 +7,400	+14%	+$209K	0.05%	204
2021 Q3	$1.35M	Sell	51,936 -776	-1%	-$19.2K	0.05%	207
2021 Q2	$1.42M	Sell	52,712 -5,586	-10%	-$145K	0.06%	188
2021 Q1	$1.42M	Sell	58,298 -133,654	-70%	-$3.08M	0.06%	183
2020 Q4	$3.63M	Buy	191,952 +190,800	+16,563%	+$3.29M	0.18%	126
2020 Q3	$17K	Sell	1,152 -2,000	-63%	-$35.5K	﹤0.01%	388
2020 Q2	$60K	Buy	3,152 +1,152	+58%	+$21.4K	﹤0.01%	337
2020 Q1	$29K	Sell	2,000 -22,722	-92%	-$539K	﹤0.01%	355
2019 Q4	$742K	Buy	24,722 +17,552	+245%	+$521K	0.05%	230
2019 Q3	$212K	Sell	7,170 -664	-8%	-$20.1K	0.02%	333
2019 Q2	$250K	Sell	7,834 -1,874	-19%	-$60K	0.02%	307
2019 Q1	$321K	Buy	9,708 +160	+2%	+$5.14K	0.03%	269
2018 Q4	$274K	Sell	9,548 -7,148	-43%	-$239K	0.03%	273
2018 Q3	$632K	Buy	16,696 +600	+4%	+$22.5K	0.05%	220
2018 Q2	$611K	Sell	16,096 -314	-2%	-$11.7K	0.06%	212
2018 Q1	$553K	Sell	16,410 -13,558	-45%	-$480K	0.06%	209
2017 Q4	$1.08M	Sell	29,968 -834	-3%	-$28.7K	0.11%	162
2017 Q3	$1.05M	Sell	30,802 -1,422	-4%	-$46.3K	0.14%	142
2017 Q2	$1.05M	Sell	32,224 -770	-2%	-$25.9K	0.15%	150
2017 Q1	$1.15M	Sell	32,994 -6,394	-16%	-$231K	0.23%	121
2016 Q4	$1.48M	Buy	39,388 +5,282	+15%	+$191K	0.32%	100
2016 Q3	$1.18M	Hold	34,106	–	–	0.27%	112
2016 Q2	$1.18M	Sell	34,106 -4,610	-12%	-$152K	0.27%	112
2016 Q1	$1.2M	Sell	38,716 -22,470	-37%	-$652K	0.31%	98
2015 Q4	$1.84M	Buy	61,186 +44,956	+277%	+$1.48M	0.57%	53
2015 Q3	$497K	Sell	16,230 -990	-6%	-$33.4K	0.16%	141
2015 Q2	$647K	Sell	17,220 -250	-1%	-$9.92K	0.21%	122
2015 Q1	$677K	Buy	17,470 +520	+3%	+$20.1K	0.23%	112
2014 Q4	$671K	Buy	16,950 +12,252	+261%	+$509K	0.23%	114
2014 Q3	$213K	Sell	4,698 -428	-8%	-$20.7K	0.08%	178
2014 Q2	$257K	Sell	5,126 -8,060	-61%	-$381K	0.1%	156
2014 Q1	$587K	Sell	13,186 -216	-2%	-$9.32K	0.26%	101
2013 Q4	$593K	Buy	+13,402	New	+$577K	0.27%	100