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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Pinnacle Associates's SPYG Position: Q1 2026 in Review

Pinnacle Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.3% in Q1 2026, selling an estimated $89K and leaving 15,170 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #450.

Pinnacle Associates first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Pinnacle Associates held 15,170 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.49M as of Q1 2026.
Pinnacle Associates sold 855 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $89K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #450 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 12 quarters since.
Pinnacle Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.78M in Q3 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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