Pinnacle Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Pinnacle Associates’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000	Closed	-$322K	–	722
2019 Q4	$322K	Buy	+1,000	New	+$308K	0.01%	599

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Associates's SPY Position: Q2 2026 in Review

Pinnacle Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.54% in Q2 2026, buying an estimated $737K and bringing the position to 191,109 shares worth $143M. The position accounts for 1.56% of the portfolio, ranked #8.

Pinnacle Associates first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pinnacle Associates held 191,109 shares of State Street SPDR S&P 500 ETF Trust worth $143M as of Q2 2026.
Pinnacle Associates bought 1,017 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $737K.
State Street SPDR S&P 500 ETF Trust made up 1.56% of Pinnacle Associates's portfolio in Q2 2026, its #8 holding.
Pinnacle Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.