PWMG
SPYG icon

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

Pinnacle Wealth Management Group’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
2021
Q3 		– Sell
-4,204
Closed -$265K – 119
2021
Q2 		$265K Buy
+4,204
New +$252K 0.19% 107

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Management Group's SPYG Position: Q3 2021 in Review

Pinnacle Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2021, closing a stake of 4,204 shares — an estimated $265K sold.

Pinnacle Wealth Management Group first reported a position in SPYG in Q2 2021 and held it in 1 quarter. The position peaked at $265K in Q2 2021. 603 funds tracked by Wall St. Rank hold SPYG as of Q3 2021.

  • Pinnacle Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 4,204 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2021, an estimated $265K.
  • Pinnacle Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $265K in Q2 2021.
  • 603 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2021.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2021, filed 28 Oct 2021.