Pinnacle Financial Partners (Tennessee)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$674K	Buy	5,628 +100	+2%	+$11.4K	0.02%	302
2025 Q2	$601K	Buy	+5,528	New	+$565K	0.01%	311
2023 Q4	–	Sell	-2,716	Closed	-$219K	–	539
2023 Q3	$219K	Buy	2,716 +2,524	+1,315%	+$213K	0.01%	374
2023 Q2	$16.3K	Hold	192	–	–	﹤0.01%	483
2023 Q1	$14.4K	Sell	192 -16,994	-99%	-$1.22M	﹤0.01%	482
2022 Q4	$1.11M	Buy	17,186 +9,956	+138%	+$694K	0.03%	238
2022 Q3	$515K	Buy	7,230 +1,538	+27%	+$120K	0.02%	276
2022 Q2	$391K	Buy	5,692 +1,992	+54%	+$157K	0.01%	287
2022 Q1	$342K	Buy	3,700 +128	+4%	+$11.7K	0.01%	308
2021 Q4	$365K	Buy	3,572 +152	+4%	+$15.1K	0.01%	315
2021 Q3	$307K	Sell	3,420 -466	-12%	-$42.3K	0.01%	321
2021 Q2	$347K	Buy	3,886 +728	+23%	+$63.4K	0.01%	298
2021 Q1	$263K	Sell	3,158 -2,560	-45%	-$213K	0.01%	315
2020 Q4	$455K	Buy	5,718 +5,042	+746%	+$389K	0.02%	259
2020 Q3	$50K	Hold	676	–	–	﹤0.01%	354
2020 Q2	$43K	Buy	676 +290	+75%	+$17.1K	﹤0.01%	348
2020 Q1	$19K	Sell	386 -5,802	-94%	-$343K	﹤0.01%	370
2019 Q4	$388K	Buy	+6,188	New	+$376K	0.02%	283
2015 Q3	–	Sell	-10,450	Closed	-$400K	–	257
2015 Q2	$400K	Hold	10,450	–	–	0.13%	149
2015 Q1	$394K	Sell	10,450 -766	-7%	-$28.2K	0.13%	156
2014 Q4	$405K	Buy	+11,216	New	+$385K	0.14%	149

Other funds holding XLY

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

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

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

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

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

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

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

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

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

Pinnacle Financial Partners (Tennessee) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.8% in Q3 2025, buying an estimated $11.4K and bringing the position to 5,628 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #302.

Pinnacle Financial Partners (Tennessee) first reported a position in XLY in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2022. 1,274 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 5,628 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $674K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $11.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #302 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 21 quarters since.
Pinnacle Financial Partners (Tennessee)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.11M in Q4 2022.
1,274 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

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