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

Pinnacle Family Advisors’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	$15.3M	Buy	23,456 +1,507	+7%	+$1.02M	7.17%	2
2025 Q4	$15M	Sell	21,949 -8,016	-27%	-$5.42M	6.59%	4
2025 Q3	$20M	Buy	29,965 +2,298	+8%	+$1.47M	8.71%	2
2025 Q2	$17.1M	Buy	27,667 +1,524	+6%	+$871K	8.31%	2
2025 Q1	$14.6M	Sell	26,143 -6,977	-21%	-$4.1M	7.95%	2
2024 Q4	$19.4M	Buy	33,120 +20,266	+158%	+$11.9M	9.4%	2
2024 Q3	$7.37M	Sell	12,854 -14,793	-54%	-$8.18M	3.82%	3
2024 Q2	$15M	Buy	27,647 +3,733	+16%	+$1.95M	8.32%	3
2024 Q1	$12.5M	Buy	23,914 +786	+3%	+$391K	6.67%	3
2023 Q4	$11M	Buy	23,128 +238	+1%	+$106K	6.46%	4
2023 Q3	$9.79M	Buy	22,890 +12,984	+131%	+$5.77M	5.61%	5
2023 Q2	$4.39M	Buy	9,906 +1,913	+24%	+$803K	2.37%	11
2023 Q1	$3.27M	Buy	7,993 +915	+13%	+$365K	1.99%	13
2022 Q4	$2.71M	Buy	7,078 +96	+1%	+$36.9K	1.93%	12
2022 Q3	$2.49M	Buy	6,982 +4,682	+204%	+$1.86M	2.16%	12
2022 Q2	$868K	Sell	2,300 -9,016	-80%	-$3.69M	0.71%	29
2022 Q1	$5.11M	Sell	11,316 -12,629	-53%	-$5.62M	2.72%	11
2021 Q4	$11.4M	Buy	23,945 +1,720	+8%	+$790K	5.15%	7
2021 Q3	$9.54M	Buy	22,225 +2,194	+11%	+$968K	4.27%	7
2021 Q2	$8.57M	Buy	20,031 +384	+2%	+$160K	3.74%	9
2021 Q1	$7.79M	Sell	19,647 -5,607	-22%	-$2.16M	4.08%	8
2020 Q4	$9.44M	Sell	25,254 -150	-0.6%	-$53.2K	5.78%	4
2020 Q3	$8.51M	Buy	25,404 +3,315	+15%	+$1.1M	5.75%	5
2020 Q2	$6.81M	Buy	22,089 +13,395	+154%	+$3.92M	5.95%	6
2020 Q1	$2.24M	Buy	+8,694	New	+$2.65M	2.7%	11
2019 Q3	–	Sell	-23,175	Closed	-$6.79M	–	84
2019 Q2	$6.79M	Buy	23,175 +10,185	+78%	+$2.93M	5.63%	6
2019 Q1	$3.67M	Sell	12,990 -36,428	-74%	-$9.9M	3.26%	9
2018 Q4	$12.4M	Buy	+49,418	New	+$13.3M	8.31%	2
2018 Q1	–	Sell	-17,169	Closed	-$4.58M	–	78
2017 Q4	$4.58M	Sell	17,169 -9,240	-35%	-$2.4M	2.11%	22
2017 Q3	$6.63M	Buy	26,409 +990	+4%	+$244K	3.12%	13
2017 Q2	$6.15M	Buy	+25,419	New	+$6.09M	3.43%	12

Other funds holding SPY

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Family Advisors's SPY Position: Q1 2026 in Review

Pinnacle Family Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.9% in Q1 2026, buying an estimated $1.02M and bringing the position to 23,456 shares worth $15.3M. The position accounts for 7.17% of the portfolio, ranked #2.

Pinnacle Family Advisors first reported a position in SPY in Q2 2017 and has held it in 31 quarters since. The position peaked at $20M in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Pinnacle Family Advisors held 23,456 shares of State Street SPDR S&P 500 ETF Trust worth $15.3M as of Q1 2026.
Pinnacle Family Advisors bought 1,507 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.02M.
State Street SPDR S&P 500 ETF Trust made up 7.17% of Pinnacle Family Advisors's portfolio in Q1 2026, its #2 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 31 quarters since.
Pinnacle Family Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $20M in Q3 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.