Pinnacle Financial Partners (Tennessee)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.8M	Sell	66,545 -1,295	-2%	-$54.2K	0.07%	191
2025 Q2	$2.81M	Buy	67,840 +17,099	+34%	+$702K	0.06%	200
2025 Q1	$2.12M	Buy	50,741 +3,497	+7%	+$146K	0.04%	221
2024 Q4	$1.92M	Buy	47,244 +8,811	+23%	+$381K	0.04%	231
2024 Q3	$1.72M	Buy	38,433 +3,001	+8%	+$126K	0.03%	240
2024 Q2	$1.36M	Buy	35,432 +9,730	+38%	+$366K	0.03%	250
2024 Q1	$1.02M	Buy	25,702 +11,714	+84%	+$456K	0.02%	268
2023 Q4	$560K	Sell	13,988 -431	-3%	-$15.5K	0.01%	303
2023 Q3	$491K	Buy	14,419 +3,547	+33%	+$131K	0.01%	300
2023 Q2	$410K	Buy	10,872 +1,261	+13%	+$46.5K	0.01%	312
2023 Q1	$359K	Buy	9,611 +1,653	+21%	+$63.5K	0.01%	327
2022 Q4	$294K	Buy	7,958 +2,275	+40%	+$84K	0.01%	337
2022 Q3	$205K	Buy	+5,683	New	+$238K	0.01%	352
2021 Q3	–	Sell	-590	Closed	-$26K	–	502
2021 Q2	$26K	Hold	590	–	–	﹤0.01%	430
2021 Q1	$22K	Hold	590	–	–	﹤0.01%	390
2020 Q4	$21K	Sell	590 -5,805	-91%	-$211K	﹤0.01%	390
2020 Q3	$226K	Buy	6,395 +5,805	+984%	+$207K	0.01%	317
2020 Q2	$21K	Hold	590	–	–	﹤0.01%	372
2020 Q1	$18K	Sell	590 -5,130	-90%	-$192K	﹤0.01%	371
2019 Q4	$221K	Hold	5,720	–	–	0.01%	343
2019 Q3	$225K	Sell	5,720 -90	-2%	-$3.45K	0.02%	323
2019 Q2	$214K	Sell	5,810 -140	-2%	-$5.12K	0.02%	330
2019 Q1	$215K	Sell	5,950 -5,906	-50%	-$201K	0.02%	319
2018 Q4	$368K	Buy	11,856 +11,717	+8,429%	+$380K	0.03%	247
2018 Q3	$5K	Hold	139	–	–	﹤0.01%	416
2018 Q2	$5K	Hold	139	–	–	﹤0.01%	388
2018 Q1	$4K	Buy	+139	New	+$4.32K	﹤0.01%	398

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Tennessee) reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.9% in Q3 2025, selling an estimated $54.2K and leaving 66,545 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #191.

Pinnacle Financial Partners (Tennessee) first reported a position in XLRE in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.81M in Q2 2025. 724 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 66,545 shares of State Street Real Estate Select Sector SPDR ETF worth $2.8M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 1,295 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $54.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #191 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and has held it in 27 quarters since.
Pinnacle Financial Partners (Tennessee)'s State Street Real Estate Select Sector SPDR ETF position peaked at $2.81M in Q2 2025.
724 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

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