Pinnacle Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Pinnacle Associates’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Hold	15,170	–	–	0.02%	427
2026 Q1	$1.49M	Sell	15,170 -855	-5%	-$89K	0.02%	450
2025 Q4	$1.71M	Sell	16,025 -999	-6%	-$106K	0.02%	422
2025 Q3	$1.78M	Hold	17,024	–	–	0.02%	404
2025 Q2	$1.62M	Hold	17,024	–	–	0.02%	411
2025 Q1	$1.37M	Hold	17,024	–	–	0.02%	435
2024 Q4	$1.5M	Sell	17,024 -6,736	-28%	-$582K	0.02%	415
2024 Q3	$1.55M	Buy	23,760 +6,871	+41%	+$549K	0.03%	394
2024 Q2	$1.35M	Sell	16,889 -978	-5%	-$73K	0.02%	418
2024 Q1	$1.31M	Sell	17,867 -5,893	-25%	-$410K	0.02%	440
2023 Q4	$1.55M	Buy	23,760 +5	+0%	+$308	0.03%	399
2023 Q3	$1.41M	Hold	23,755	–	–	0.03%	405
2023 Q2	$1.45M	Buy	+23,755	New	+$1.36M	0.03%	406

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Pinnacle Associates's SPYG Position: Q2 2026 in Review

Pinnacle Associates held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 15,170 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #427.

Pinnacle Associates first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Pinnacle Associates held 15,170 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.81M as of Q2 2026.
Pinnacle Associates left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #427 holding.
Pinnacle Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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