PFA
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinnacle Family Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.4% in Q1 2026, buying an estimated $142K and bringing the position to 29,654 shares worth $2.27M. The position accounts for 1.07% of the portfolio, ranked #22.

Pinnacle Family Advisors first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.71M in Q1 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Pinnacle Family Advisors held 29,654 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.27M as of Q1 2026.
  • Pinnacle Family Advisors bought 1,781 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $142K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.07% of Pinnacle Family Advisors's portfolio in Q1 2026, its #22 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 22 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.71M in Q1 2024.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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