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

Pinnacle Private Wealth’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
2022 Q2	$1.8M	Sell	4,774 -118	-2%	-$48.3K	0.7%	35
2022 Q1	$2.21M	Buy	4,892 +194	+4%	+$86.4K	0.69%	34
2021 Q4	$2.23M	Buy	+4,698	New	+$2.16M	0.7%	29

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pinnacle Private Wealth's SPY Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2022, selling an estimated $48.3K and leaving 4,774 shares worth $1.8M. The position accounts for 0.7% of the portfolio, ranked #35.

Pinnacle Private Wealth first reported a position in SPY in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.23M in Q4 2021. 3,096 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

Pinnacle Private Wealth held 4,774 shares of State Street SPDR S&P 500 ETF Trust worth $1.8M as of Q2 2022.
Pinnacle Private Wealth sold 118 State Street SPDR S&P 500 ETF Trust shares in Q2 2022, an estimated $48.3K.
State Street SPDR S&P 500 ETF Trust made up 0.7% of Pinnacle Private Wealth's portfolio in Q2 2022, its #35 holding.
Pinnacle Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $2.23M in Q4 2021.
3,096 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.