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

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$2.03M	Sell	46,476 -8,290	-15%	-$351K	0.05%	216
2025 Q2	$2.24M	Sell	54,766 -5,180	-9%	-$206K	0.05%	217
2025 Q1	$2.35M	Sell	59,946 -6,534	-10%	-$255K	0.05%	214
2024 Q4	$2.54M	Buy	66,480 +500	+0.8%	+$19.8K	0.05%	207
2024 Q3	$2.66M	Sell	65,980 -636	-1%	-$23.6K	0.05%	203
2024 Q2	$2.25M	Sell	66,616 -298	-0.4%	-$10.2K	0.05%	214
2024 Q1	$2.2M	Buy	66,914 +630	+1%	+$19.7K	0.05%	213
2023 Q4	$2.1M	Buy	66,284 +20,956	+46%	+$641K	0.05%	210
2023 Q3	$1.34M	Buy	45,328 +19,368	+75%	+$624K	0.03%	230
2023 Q2	$849K	Buy	25,960 +378	+1%	+$12.7K	0.02%	253
2023 Q1	$866K	Sell	25,582 -22,818	-47%	-$773K	0.02%	256
2022 Q4	$1.71M	Buy	48,400 +9,332	+24%	+$317K	0.05%	214
2022 Q3	$1.28M	Buy	39,068 +7,766	+25%	+$285K	0.05%	217
2022 Q2	$1.1M	Sell	31,302 -3,004	-9%	-$109K	0.04%	226
2022 Q1	$1.28M	Buy	34,306 +2,060	+6%	+$71.4K	0.04%	223
2021 Q4	$1.15M	Sell	32,246 -430	-1%	-$14.5K	0.04%	227
2021 Q3	$1.04M	Sell	32,676 -514	-2%	-$17.2K	0.04%	224
2021 Q2	$1.05M	Buy	33,190 +4,494	+16%	+$147K	0.04%	211
2021 Q1	$919K	Sell	28,696 -32,550	-53%	-$1.01M	0.04%	210
2020 Q4	$1.92M	Buy	61,246 +38,618	+171%	+$1.22M	0.09%	166
2020 Q3	$672K	Sell	22,628 -640	-3%	-$19K	0.04%	222
2020 Q2	$657K	Sell	23,268 -6,814	-23%	-$196K	0.04%	219
2020 Q1	$833K	Sell	30,082 -6,148	-17%	-$197K	0.06%	201
2019 Q4	$1.17M	Buy	36,230 +734	+2%	+$23.3K	0.07%	191
2019 Q3	$1.15M	Sell	35,496 -5,918	-14%	-$183K	0.08%	184
2019 Q2	$1.24M	Buy	41,414 +500	+1%	+$14.7K	0.09%	176
2019 Q1	$1.19M	Sell	40,914 -1,190	-3%	-$33.1K	0.1%	176
2018 Q4	$1.11M	Buy	42,104 +1,592	+4%	+$43.3K	0.11%	168
2018 Q3	$1.07M	Sell	40,512 -1,640	-4%	-$43.6K	0.09%	177
2018 Q2	$1.09M	Buy	42,152 +23,700	+128%	+$596K	0.1%	171
2018 Q1	$467K	Sell	18,452 -37,596	-67%	-$938K	0.05%	221
2017 Q4	$1.48M	Buy	56,048 +4,362	+8%	+$120K	0.16%	143
2017 Q3	$1.37M	Buy	51,686 +7,638	+17%	+$205K	0.18%	126
2017 Q2	$1.14M	Buy	+44,048	New	+$1.16M	0.16%	140
2016 Q4	–	Sell	-24,614	Closed	-$640K	–	288
2016 Q3	$640K	Hold	24,614	–	–	0.14%	151
2016 Q2	$640K	Buy	24,614 +7,708	+46%	+$190K	0.15%	148
2016 Q1	$420K	Buy	+16,906	New	+$390K	0.11%	170
2015 Q2	–	Sell	-138	Closed	-$3K	–	240
2015 Q1	$3K	Sell	138 -11,256	-99%	-$260K	﹤0.01%	230
2014 Q4	$270K	Sell	11,394 -39,830	-78%	-$902K	0.09%	170
2014 Q3	$1.08M	Buy	51,224 +16,830	+49%	+$357K	0.41%	76
2014 Q2	$761K	Buy	+34,394	New	+$732K	0.3%	92

Other funds holding XLU

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Tennessee) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q3 2025, selling an estimated $351K and leaving 46,476 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #216.

Pinnacle Financial Partners (Tennessee) first reported a position in XLU in Q2 2014 and has held it in 41 quarters since. The position peaked at $2.66M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 46,476 shares of State Street Utilities Select Sector SPDR ETF worth $2.03M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 8,290 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $351K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #216 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2014 and has held it in 41 quarters since.
Pinnacle Financial Partners (Tennessee)'s State Street Utilities Select Sector SPDR ETF position peaked at $2.66M in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

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