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Pinnacle Family Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Pinnacle Family Advisors’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
Q2 		$1.46M Buy
+12,306
New +$1.41M 0.61% 32
2026
Q1 		– Sell
-12,113
Closed -$1.29M – 152
2025
Q4 		$1.29M Sell
12,113
-27,083
-69% -$2.87M 0.57% 37
2025
Q3 		$4.1M Buy
39,196
+9,787
+33% +$975K 1.79% 12
2025
Q2 		$2.8M Buy
29,409
+6,978
+31% +$598K 1.36% 18
2025
Q1 		$1.8M Sell
22,431
-31,899
-59% -$2.78M 0.98% 29
2024
Q4 		$4.78M Buy
54,330
+24,152
+80% +$2.09M 2.31% 10
2024
Q3 		$2.5M Sell
30,178
-35,920
-54% -$2.87M 1.3% 22
2024
Q2 		$5.3M Sell
66,098
-2,227
-3% -$166K 2.93% 8
2024
Q1 		$5M Buy
68,325
+58,050
+565% +$4.04M 2.66% 11
2023
Q4 		$668K Sell
10,275
-2,664
-21% -$164K 0.39% 42
2023
Q3 		$767K Sell
12,939
-750
-5% -$45.9K 0.44% 36
2023
Q2 		$835K Buy
13,689
+757
+6% +$43.4K 0.45% 39
2023
Q1 		$716K Buy
12,932
+1,896
+17% +$100K 0.44% 49
2022
Q4 		$559K Buy
11,036
+99
+0.9% +$5.15K 0.4% 48
2022
Q3 		$548K Buy
10,937
+127
+1% +$7.14K 0.47% 38
2022
Q2 		$565K Buy
10,810
+130
+1% +$7.45K 0.46% 46
2022
Q1 		$707K Sell
10,680
-1,081
-9% -$70.3K 0.38% 46
2021
Q4 		$852K Sell
11,761
-1,955
-14% -$136K 0.39% 42
2021
Q3 		$878K Sell
13,716
-992
-7% -$65.5K 0.39% 44
2021
Q2 		$926K Sell
14,708
-904
-6% -$54.2K 0.4% 47
2021
Q1 		$880K Sell
15,612
-4,751
-23% -$266K 0.46% 45
2020
Q4 		$1.13M Buy
+20,363
New +$1.07M 0.69% 35

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Family Advisors's SPYG Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 12,306 shares worth $1.46M. The stake represents 0.61% of the portfolio and ranks #32 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in SPYG as recently as Q4 2025.

Pinnacle Family Advisors first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.3M in Q2 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Pinnacle Family Advisors held 12,306 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.46M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Pinnacle Family Advisors position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.61% of Pinnacle Family Advisors's portfolio in Q2 2026, its #32 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.3M in Q2 2024.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.