Pinnacle Financial Partners’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.39M Sell
10,269
-285
-3% -$38.5K 0.03% 255
2024
Q4
$1.41M Sell
10,554
-335
-3% -$44.9K 0.03% 251
2024
Q3
$1.55M Buy
10,889
+112
+1% +$15.9K 0.03% 245
2024
Q2
$1.38M Hold
10,777
0.03% 249
2024
Q1
$1.41M Sell
10,777
-78
-0.7% -$10.2K 0.03% 244
2023
Q4
$1.36M Sell
10,855
-91
-0.8% -$11.4K 0.03% 239
2023
Q3
$1.26M Hold
10,946
0.03% 233
2023
Q2
$1.34M Hold
10,946
0.03% 224
2023
Q1
$1.35M Hold
10,946
0.04% 225
2022
Q4
$1.37M Sell
10,946
-392
-3% -$49K 0.04% 220
2022
Q3
$1.27M Sell
11,338
-1,343
-11% -$150K 0.05% 218
2022
Q2
$1.51M Sell
12,681
-1,091
-8% -$129K 0.05% 205
2022
Q1
$1.76M Sell
13,772
-3,906
-22% -$500K 0.06% 199
2021
Q4
$2.28M Buy
17,678
+287
+2% +$37K 0.07% 183
2021
Q3
$2.04M Buy
17,391
+410
+2% +$48.2K 0.07% 184
2021
Q2
$2.08M Buy
16,981
+167
+1% +$20.4K 0.08% 163
2021
Q1
$1.96M Sell
16,814
-561
-3% -$65.3K 0.09% 163
2020
Q4
$1.81M Hold
17,375
0.09% 174
2020
Q3
$1.61M Sell
17,375
-6,149
-26% -$568K 0.09% 168
2020
Q2
$2.15M Sell
23,524
-7,502
-24% -$684K 0.12% 146
2020
Q1
$2.48M Sell
31,026
-2,506
-7% -$200K 0.17% 128
2019
Q4
$3.61M Buy
33,532
+690
+2% +$74.2K 0.22% 121
2019
Q3
$3.37M Buy
32,842
+56
+0.2% +$5.75K 0.24% 118
2019
Q2
$3.31M Sell
32,786
-583
-2% -$58.8K 0.25% 114
2019
Q1
$3.32M Sell
33,369
-505
-1% -$50.2K 0.27% 109
2018
Q4
$3.03M Buy
33,874
+248
+0.7% +$22.2K 0.29% 105
2018
Q3
$3.29M Sell
33,626
-113
-0.3% -$11.1K 0.28% 108
2018
Q2
$3.13M Buy
33,739
+835
+3% +$77.4K 0.3% 101
2018
Q1
$3M Sell
32,904
-1,410
-4% -$129K 0.3% 100
2017
Q4
$3.24M Buy
34,314
+7,328
+27% +$692K 0.34% 84
2017
Q3
$2.46M Buy
26,986
+231
+0.9% +$21.1K 0.32% 94
2017
Q2
$2.38M Buy
26,755
+22,011
+464% +$1.96M 0.34% 91
2017
Q1
$418K Sell
4,744
-100
-2% -$8.81K 0.08% 182
2016
Q4
$414K Buy
4,844
+1,180
+32% +$101K 0.09% 179
2016
Q3
$315K Hold
3,664
0.07% 207
2016
Q2
$315K Buy
+3,664
New +$315K 0.07% 200