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

Pinnacle Wealth Advisors’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
2021 Q2	$93.2M	Buy	+217,666	New	+$90.9M	3.77%	2

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Advisors's SPY Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2021: 217,666 shares worth $93.2M. The stake represents 3.77% of the portfolio and ranks #2 among its holdings.

2,731 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

Pinnacle Wealth Advisors held 217,666 shares of State Street SPDR S&P 500 ETF Trust worth $93.2M as of Q2 2021.
State Street SPDR S&P 500 ETF Trust was a new Pinnacle Wealth Advisors position in Q2 2021.
State Street SPDR S&P 500 ETF Trust made up 3.77% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #2 holding.
2,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.