Pinnacle Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $189M | Sell |
332,739
-3,001
| -0.9% | -$1.7M | 3.8% | 3 |
|
|
2024
Q4 | $196M | Buy |
335,740
+19,150
| +6% | +$11.2M | 3.96% | 3 |
|
|
2024
Q3 | $182M | Buy |
316,590
+11,966
| +4% | +$6.87M | 3.65% | 4 |
|
|
2024
Q2 | $164M | Buy |
304,624
+4,262
| +1% | +$2.29M | 3.5% | 5 |
|
|
2024
Q1 | $157M | Sell |
300,362
-1,493
| -0.5% | -$781K | 3.4% | 5 |
|
|
2023
Q4 | $143M | Buy |
301,855
+34,167
| +13% | +$16.2M | 3.41% | 4 |
|
|
2023
Q3 | $114M | Buy |
267,688
+1,690
| +0.6% | +$722K | 2.96% | 6 |
|
|
2023
Q2 | $118M | Buy |
265,998
+56
| +0% | +$24.8K | 2.96% | 5 |
|
|
2023
Q1 | $109M | Sell |
265,942
-2,959
| -1% | -$1.21M | 2.92% | 4 |
|
|
2022
Q4 | $103M | Buy |
268,901
+50,993
| +23% | +$19.5M | 2.97% | 5 |
|
|
2022
Q3 | $77.8M | Buy |
217,908
+12,634
| +6% | +$4.51M | 2.82% | 4 |
|
|
2022
Q2 | $77.4M | Buy |
205,274
+55
| +0% | +$20.7K | 2.76% | 4 |
|
|
2022
Q1 | $92.7M | Sell |
205,219
-4,939
| -2% | -$2.23M | 2.94% | 4 |
|
|
2021
Q4 | $99.8M | Buy |
210,158
+2,449
| +1% | +$1.16M | 3.12% | 4 |
|
|
2021
Q3 | $89.1M | Sell |
207,709
-9,957
| -5% | -$4.27M | 3.14% | 4 |
|
|
2021
Q2 | $93.2M | Sell |
217,666
-715
| -0.3% | -$306K | 3.77% | 2 |
|
|
2021
Q1 | $85.7M | Buy |
218,381
+2,154
| +1% | +$845K | 3.87% | 2 |
|
|
2020
Q4 | $79.4M | Buy |
216,227
+5,181
| +2% | +$1.9M | 3.91% | 2 |
|
|
2020
Q3 | $70.7M | Sell |
211,046
-23,032
| -10% | -$7.71M | 3.84% | 2 |
|
|
2020
Q2 | $72.2M | Buy |
234,078
+29,533
| +14% | +$9.11M | 4.12% | 2 |
|
|
2020
Q1 | $52.7M | Sell |
204,545
-11,117
| -5% | -$2.87M | 3.64% | 2 |
|
|
2019
Q4 | $69.4M | Buy |
215,662
+71,631
| +50% | +$23.1M | 4.3% | 2 |
|
|
2019
Q3 | $42.7M | Sell |
144,031
-271
| -0.2% | -$80.4K | 3.07% | 2 |
|
|
2019
Q2 | $42.3M | Sell |
144,302
-13,152
| -8% | -$3.85M | 3.17% | 2 |
|
|
2019
Q1 | $44.5M | Buy |
157,454
+39,994
| +34% | +$11.3M | 3.58% | 2 |
|
|
2018
Q4 | $29.4M | Buy |
117,460
+8,270
| +8% | +$2.07M | 2.78% | 3 |
|
|
2018
Q3 | $31.7M | Buy |
109,190
+3,828
| +4% | +$1.11M | 2.66% | 2 |
|
|
2018
Q2 | $28.6M | Sell |
105,362
-5,277
| -5% | -$1.43M | 2.71% | 2 |
|
|
2018
Q1 | $29.1M | Buy |
110,639
+9,821
| +10% | +$2.58M | 2.95% | 2 |
|
|
2017
Q4 | $26.9M | Buy |
100,818
+2,328
| +2% | +$621K | 2.84% | 3 |
|
|
2017
Q3 | $24.7M | Sell |
98,490
-7,060
| -7% | -$1.77M | 3.17% | 3 |
|
|
2017
Q2 | $25.5M | Buy |
105,550
+56,499
| +115% | +$13.7M | 3.62% | 2 |
|
|
2017
Q1 | $11.6M | Sell |
49,051
-9,219
| -16% | -$2.17M | 2.28% | 4 |
|
|
2016
Q4 | $13M | Buy |
58,270
+7,819
| +15% | +$1.75M | 2.82% | 2 |
|
|
2016
Q3 | $10.9M | Hold |
50,451
| – | – | 2.45% | 2 |
|
|
2016
Q2 | $10.9M | Buy |
50,451
+12,525
| +33% | +$2.7M | 2.5% | 2 |
|
|
2016
Q1 | $7.8M | Sell |
37,926
-12,921
| -25% | -$2.66M | 2% | 5 |
|
|
2015
Q4 | $10.4M | Buy |
50,847
+21,447
| +73% | +$4.37M | 3.23% | 2 |
|
|
2015
Q3 | $5.63M | Sell |
29,400
-80
| -0.3% | -$15.3K | 1.77% | 8 |
|
|
2015
Q2 | $6.07M | Buy |
29,480
+4,013
| +16% | +$826K | 1.92% | 5 |
|
|
2015
Q1 | $5.26M | Buy |
25,467
+1,362
| +6% | +$281K | 1.76% | 5 |
|
|
2014
Q4 | $4.96M | Buy |
24,105
+3,231
| +15% | +$664K | 1.73% | 7 |
|
|
2014
Q3 | $4.11M | Sell |
20,874
-483
| -2% | -$95.2K | 1.57% | 9 |
|
|
2014
Q2 | $4.18M | Sell |
21,357
-3,190
| -13% | -$624K | 1.66% | 8 |
|
|
2014
Q1 | $4.59M | Sell |
24,547
-1,380
| -5% | -$258K | 2.05% | 3 |
|
|
2013
Q4 | $4.79M | Buy |
25,927
+1,600
| +7% | +$295K | 2.19% | 4 |
|
|
2013
Q3 | $4.09M | Buy |
24,327
+4,155
| +21% | +$698K | 2.03% | 4 |
|
|
2013
Q2 | $3.24M | Buy |
+20,172
| New | +$3.24M | 1.68% | 11 |
|