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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Pinnacle Family Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 12,113 shares — an estimated $1.29M sold.

Pinnacle Family Advisors first reported a position in SPYG in Q4 2020 and held it in 21 quarters. The position peaked at $5.3M in Q2 2024. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Pinnacle Family Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Family Advisors sold 12,113 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.29M.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 21 quarters.
  • Pinnacle Family Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.3M in Q2 2024.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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