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

Pinnacle Family Advisors’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	$3.18M	Buy	36,204 +6,550	+22%	+$559K	1.33%	20
2026 Q1	$2.27M	Buy	29,654 +1,781	+6%	+$142K	1.07%	22
2025 Q4	$2.24M	Sell	27,873 -2,304	-8%	-$183K	0.98%	20
2025 Q3	$2.36M	Sell	30,177 -1,169	-4%	-$88.2K	1.03%	21
2025 Q2	$2.28M	Sell	31,346 -8,959	-22%	-$602K	1.11%	23
2025 Q1	$2.65M	Sell	40,305 -2,014	-5%	-$139K	1.44%	21
2024 Q4	$2.92M	Sell	42,319 -1,382	-3%	-$95.8K	1.41%	20
2024 Q3	$2.95M	Sell	43,701 -2,378	-5%	-$155K	1.53%	20
2024 Q2	$2.95M	Sell	46,079 -14,267	-24%	-$878K	1.63%	20
2024 Q1	$3.71M	Buy	60,346 +4,843	+9%	+$284K	1.98%	16
2023 Q4	$3.1M	Sell	55,503 -570	-1%	-$29.9K	1.82%	16
2023 Q3	$2.82M	Buy	56,073 +4,019	+8%	+$210K	1.61%	16
2023 Q2	$2.71M	Buy	52,054 +1,731	+3%	+$85.4K	1.46%	15
2023 Q1	$2.42M	Sell	50,323 -1,834	-4%	-$86K	1.47%	17
2022 Q4	$2.35M	Sell	52,157 -331	-0.6%	-$15K	1.68%	15
2022 Q3	$2.2M	Buy	52,488 +1,360	+3%	+$63.5K	1.91%	14
2022 Q2	$2.27M	Sell	51,128 -14,682	-22%	-$707K	1.85%	12
2022 Q1	$3.5M	Buy	65,810 +4,790	+8%	+$251K	1.86%	14
2021 Q4	$3.41M	Buy	61,020 +16,213	+36%	+$875K	1.54%	12
2021 Q3	$2.26M	Buy	44,807 +6,475	+17%	+$336K	1.01%	24
2021 Q2	$1.93M	Sell	38,332 -1,245	-3%	-$61.1K	0.84%	33
2021 Q1	$1.84M	Buy	39,577 +597	+2%	+$27.1K	0.97%	28
2020 Q4	$1.71M	Buy	+38,980	New	+$1.63M	1.05%	25

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

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

Pinnacle Family Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $559K and bringing the position to 36,204 shares worth $3.18M. The position accounts for 1.33% of the portfolio, ranked #20.

Pinnacle Family Advisors first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.71M in Q1 2024. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Pinnacle Family Advisors held 36,204 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.18M as of Q2 2026.
Pinnacle Family Advisors bought 6,550 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $559K.
State Street SPDR Portfolio S&P 500 ETF made up 1.33% of Pinnacle Family Advisors's portfolio in Q2 2026, its #20 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Pinnacle Family Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.71M in Q1 2024.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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