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

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

Pinnacle Associates's SPY Position: Q1 2026 in Review

Pinnacle Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q1 2026, selling an estimated $3.33M and leaving 190,092 shares worth $124M. The position accounts for 1.59% of the portfolio, ranked #6.

Pinnacle Associates first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Pinnacle Associates held 190,092 shares of State Street SPDR S&P 500 ETF Trust worth $124M as of Q1 2026.
  • Pinnacle Associates sold 4,903 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.33M.
  • State Street SPDR S&P 500 ETF Trust made up 1.59% of Pinnacle Associates's portfolio in Q1 2026, its #6 holding.
  • Pinnacle Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's State Street SPDR S&P 500 ETF Trust position peaked at $133M in Q4 2025.
  • 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.