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

Pinnacle Private Wealth’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
2022
Q2 		$1.41M Sell
26,961
-498
-2% -$28.6K 0.55% 43
2022
Q1 		$1.82M Sell
27,459
-2,085
-7% -$136K 0.57% 39
2021
Q4 		$2.14M Buy
+29,544
New +$2.06M 0.67% 30

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Pinnacle Private Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q2 2022, selling an estimated $28.6K and leaving 26,961 shares worth $1.41M. The position accounts for 0.55% of the portfolio, ranked #43.

Pinnacle Private Wealth first reported a position in SPYG in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.14M in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

  • Pinnacle Private Wealth held 26,961 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.41M as of Q2 2022.
  • Pinnacle Private Wealth sold 498 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $28.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.55% of Pinnacle Private Wealth's portfolio in Q2 2022, its #43 holding.
  • Pinnacle Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.14M in Q4 2021.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

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