Pinnacle Financial Partners (Tennessee)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$932K	Sell	6,697 -1,811	-21%	-$245K	0.02%	273
2025 Q2	$1.15M	Buy	8,508 +1,482	+21%	+$200K	0.02%	264
2025 Q1	$1M	Sell	7,026 -185	-3%	-$26.9K	0.02%	278
2024 Q4	$1.04M	Sell	7,211 -3	-0%	-$439	0.02%	269
2024 Q3	$1.11M	Sell	7,214 -790	-10%	-$120K	0.02%	267
2024 Q2	$1.17M	Sell	8,004 -43	-0.5%	-$6.17K	0.03%	260
2024 Q1	$1.19M	Buy	8,047 +917	+13%	+$132K	0.03%	253
2023 Q4	$972K	Sell	7,130 -424	-6%	-$55.2K	0.02%	255
2023 Q3	$973K	Buy	7,554 +931	+14%	+$124K	0.03%	249
2023 Q2	$879K	Sell	6,623 -97	-1%	-$12.8K	0.02%	250
2023 Q1	$870K	Sell	6,720 -6,233	-48%	-$814K	0.02%	255
2022 Q4	$1.76M	Buy	12,953 +3,967	+44%	+$526K	0.05%	207
2022 Q3	$1.09M	Buy	8,986 +3	+0%	+$386	0.04%	230
2022 Q2	$1.15M	Buy	8,983 +2,346	+35%	+$308K	0.04%	220
2022 Q1	$909K	Sell	6,637 -954	-13%	-$126K	0.03%	240
2021 Q4	$1.07M	Buy	7,591 +831	+12%	+$110K	0.03%	234
2021 Q3	$861K	Sell	6,760 -172	-2%	-$22.7K	0.03%	238
2021 Q2	$873K	Sell	6,932 -4,136	-37%	-$507K	0.04%	220
2021 Q1	$1.28M	Sell	11,068 -33,112	-75%	-$3.82M	0.06%	190
2020 Q4	$4.99M	Buy	44,180 +37,421	+554%	+$4.08M	0.25%	110
2020 Q3	$714K	Buy	6,759 +393	+6%	+$41.4K	0.04%	216
2020 Q2	$637K	Sell	6,366 -106	-2%	-$10.5K	0.04%	222
2020 Q1	$574K	Sell	6,472 -1,479	-19%	-$144K	0.04%	223
2019 Q4	$810K	Buy	7,951 +1,963	+33%	+$189K	0.05%	220
2019 Q3	$539K	Buy	5,988 +2	+0%	+$183	0.04%	240
2019 Q2	$554K	Sell	5,986 -1,139	-16%	-$102K	0.04%	233
2019 Q1	$654K	Buy	7,125 +203	+3%	+$18.3K	0.05%	217
2018 Q4	$599K	Buy	6,922 +4,955	+252%	+$448K	0.06%	211
2018 Q3	$187K	Hold	1,967	–	–	0.02%	331
2018 Q2	$164K	Sell	1,967 -57	-3%	-$4.72K	0.02%	310
2018 Q1	$165K	Buy	+2,024	New	+$172K	0.02%	313
2017 Q3	–	Sell	-1,685	Closed	-$134K	–	453
2017 Q2	$134K	Buy	+1,685	New	+$128K	0.02%	290
2016 Q4	–	Sell	-3,423	Closed	-$254K	–	289
2016 Q3	$254K	Hold	3,423	–	–	0.06%	226
2016 Q2	$254K	Buy	+3,423	New	+$241K	0.06%	220
2016 Q1	–	Sell	-10,732	Closed	-$773K	–	268
2015 Q4	$773K	Buy	+10,732	New	+$758K	0.24%	115

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q3 2025, selling an estimated $245K and leaving 6,697 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #273.

Pinnacle Financial Partners (Tennessee) first reported a position in XLV in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.99M in Q4 2020. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 6,697 shares of State Street Health Care Select Sector SPDR ETF worth $932K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 1,811 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $245K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #273 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 35 quarters since.
Pinnacle Financial Partners (Tennessee)'s State Street Health Care Select Sector SPDR ETF position peaked at $4.99M in Q4 2020.
1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

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