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

Pinnacle Private Wealth’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
2022 Q2	$410K	Buy	9,255 +281	+3%	+$13.5K	0.16%	152
2022 Q1	$477K	Buy	8,974 +3,617	+68%	+$189K	0.15%	159
2021 Q4	$299K	Buy	+5,357	New	+$289K	0.09%	214

Other funds holding SPYM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Pinnacle Private Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q2 2022, buying an estimated $13.5K and bringing the position to 9,255 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #152.

Pinnacle Private Wealth first reported a position in SPYM in Q4 2021 and has held it in 3 quarters since. The position peaked at $477K in Q1 2022. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Pinnacle Private Wealth held 9,255 shares of State Street SPDR Portfolio S&P 500 ETF worth $410K as of Q2 2022.
Pinnacle Private Wealth bought 281 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $13.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #152 holding.
Pinnacle Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $477K in Q1 2022.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

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