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

Pinnacle Bancorp’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
2026
Q1 		$6.14M Buy
9,440
+61
+0.7% +$41.5K 1.81% 8
2025
Q4 		$6.4M Buy
9,379
+36
+0.4% +$24.3K 1.87% 9
2025
Q3 		$6.22M Sell
9,343
-9
-0.1% -$5.77K 1.84% 9
2025
Q2 		$5.78M Buy
9,352
+3
+0% +$1.72K 1.78% 10
2025
Q1 		$5.23M Buy
9,349
+45
+0.5% +$26.4K 1.71% 8
2024
Q4 		$5.45M Sell
9,304
-270
-3% -$159K 1.77% 9
2024
Q3 		$5.49M Buy
9,574
+44
+0.5% +$24.3K 1.47% 7
2024
Q2 		$5.19M Sell
9,530
-964
-9% -$505K 1.53% 8
2024
Q1 		$5.49M Buy
10,494
+19
+0.2% +$9.46K 1.62% 8
2023
Q4 		$4.98M Buy
10,475
+18
+0.2% +$8.02K 1.63% 8
2023
Q3 		$4.47M Buy
10,457
+7
+0.1% +$3.11K 1.59% 9
2023
Q2 		$4.63M Sell
10,450
-49
-0.5% -$20.6K 1.58% 10
2023
Q1 		$4.3M Sell
10,499
-6
-0.1% -$2.39K 1.58% 9
2022
Q4 		$4.02M Sell
10,505
-1,035
-9% -$398K 1.55% 9
2022
Q3 		$4.12M Buy
11,540
+29
+0.3% +$11.5K 1.78% 8
2022
Q2 		$4.34M Buy
11,511
+540
+5% +$221K 1.79% 7
2022
Q1 		$4.96M Sell
10,971
-942
-8% -$419K 1.72% 8
2021
Q4 		$5.66M Sell
11,913
-30
-0.3% -$13.8K 2% 6
2021
Q3 		$5.13M Sell
11,943
-446
-4% -$197K 2.05% 6
2021
Q2 		$5.3M Sell
12,389
-217
-2% -$90.6K 2.42% 3
2021
Q1 		$5M Buy
12,606
+1,814
+17% +$700K 2.42% 3
2020
Q4 		$4.04M Buy
10,792
+19
+0.2% +$6.74K 2.49% 5
2020
Q3 		$3.61M Buy
10,773
+83
+0.8% +$27.5K 2.54% 5
2020
Q2 		$3.3M Sell
10,690
-737
-6% -$216K 2.45% 5
2020
Q1 		$2.94M Buy
11,427
+113
+1% +$34.5K 2.52% 4
2019
Q4 		$3.64M Buy
11,314
+254
+2% +$78.2K 2.52% 4
2019
Q3 		$3.28M Buy
11,060
+1,027
+10% +$303K 1.87% 3
2019
Q2 		$2.94M Sell
10,033
-234
-2% -$67.4K 1.65% 5
2019
Q1 		$2.9M Buy
10,267
+87
+0.9% +$23.6K 1.68% 4
2018
Q4 		$2.54M Buy
+10,180
New +$2.75M 1.56% 5
2017
Q1 		$2.33M Buy
+9,881
New +$2.3M 1.65% 5

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Bancorp's SPY Position: Q1 2026 in Review

Pinnacle Bancorp increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.65% in Q1 2026, buying an estimated $41.5K and bringing the position to 9,440 shares worth $6.14M. The position accounts for 1.81% of the portfolio, ranked #8.

Pinnacle Bancorp first reported a position in SPY in Q1 2017 and has held it in 31 quarters since. The position peaked at $6.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Pinnacle Bancorp held 9,440 shares of State Street SPDR S&P 500 ETF Trust worth $6.14M as of Q1 2026.
  • Pinnacle Bancorp bought 61 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $41.5K.
  • State Street SPDR S&P 500 ETF Trust made up 1.81% of Pinnacle Bancorp's portfolio in Q1 2026, its #8 holding.
  • Pinnacle Bancorp first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's State Street SPDR S&P 500 ETF Trust position peaked at $6.4M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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