Pinnacle Bancorp’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pinnacle Bancorp’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Hold	2,857	–	–	0.07%	227
2026 Q1	$219K	Hold	2,857	–	–	0.06%	229
2025 Q4	$229K	Sell	2,857 -41	-1%	-$3.26K	0.07%	217
2025 Q3	$227K	Hold	2,898	–	–	0.07%	224
2025 Q2	$211K	Sell	2,898 -211	-7%	-$14.2K	0.07%	223
2025 Q1	$204K	Hold	3,109	–	–	0.07%	218
2024 Q4	$214K	Hold	3,109	–	–	0.07%	215
2024 Q3	$210K	Hold	3,109	–	–	0.06%	213
2024 Q2	$199K	Hold	3,109	–	–	0.06%	206
2024 Q1	$191K	Hold	3,109	–	–	0.06%	208
2023 Q4	$174K	Buy	3,109 +439	+16%	+$23K	0.06%	208
2023 Q3	$134K	Hold	2,670	–	–	0.05%	224
2023 Q2	$139K	Hold	2,670	–	–	0.05%	225
2023 Q1	$129K	Buy	2,670 +212	+9%	+$9.95K	0.05%	225
2022 Q4	$111K	Sell	2,458 -84	-3%	-$3.8K	0.04%	235
2022 Q3	$107K	Buy	2,542 +223	+10%	+$10.4K	0.05%	225
2022 Q2	$103K	Hold	2,319	–	–	0.04%	231
2022 Q1	$123K	Hold	2,319	–	–	0.04%	225
2021 Q4	$129K	Hold	2,319	–	–	0.05%	214
2021 Q3	$117K	Hold	2,319	–	–	0.05%	216
2021 Q2	$117K	Hold	2,319	–	–	0.05%	220
2021 Q1	$108K	Hold	2,319	–	–	0.05%	221
2020 Q4	$102K	Buy	2,319 +119	+5%	+$4.96K	0.06%	231
2020 Q3	$87K	Hold	2,200	–	–	0.06%	229
2020 Q2	$80K	Buy	2,200 +903	+70%	+$31.1K	0.06%	232
2020 Q1	$39K	Hold	1,297	–	–	0.03%	292
2019 Q4	$49K	Buy	+1,297	New	+$46.9K	0.03%	309

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Pinnacle Bancorp's SPYM Position: Q2 2026 in Review

Pinnacle Bancorp held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,857 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #227.

Pinnacle Bancorp first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Pinnacle Bancorp held 2,857 shares of State Street SPDR Portfolio S&P 500 ETF worth $251K as of Q2 2026.
Pinnacle Bancorp left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Pinnacle Bancorp's portfolio in Q2 2026, its #227 holding.
Pinnacle Bancorp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.