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 Q3	$1.86M	Sell	15,138 -32	-0.2%	-$3.84K	0.02%	421
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Pinnacle Associates's SPYG Position: Q3 2026 in Review

Pinnacle Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.21% in Q3 2026, selling an estimated $3.84K and leaving 15,138 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #421.

Pinnacle Associates first reported a position in SPYG in Q2 2023 and has held it in 14 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Pinnacle Associates held 15,138 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.86M as of Q3 2026.
Pinnacle Associates sold 32 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $3.84K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #421 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 14 quarters since.
472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.