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

Pinnacle Wealth Management’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
2026 Q2	$3.42M	Sell	28,762 -2,500	-8%	-$286K	2.12%	10
2026 Q1	$3.06M	Sell	31,262 -20	-0.1%	-$2.08K	2.06%	10
2025 Q4	$3.34M	Sell	31,282 -67	-0.2%	-$7.1K	2.25%	12
2025 Q3	$3.28M	Sell	31,349 -337	-1%	-$33.6K	2.21%	11
2025 Q2	$3.02M	Buy	+31,686	New	+$2.72M	2.53%	9

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Pinnacle Wealth Management's SPYG Position: Q2 2026 in Review

Pinnacle Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8% in Q2 2026, selling an estimated $286K and leaving 28,762 shares worth $3.42M. The position accounts for 2.12% of the portfolio, ranked #10.

Pinnacle Wealth Management first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Pinnacle Wealth Management held 28,762 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.42M as of Q2 2026.
Pinnacle Wealth Management sold 2,500 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $286K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.12% of Pinnacle Wealth Management's portfolio in Q2 2026, its #10 holding.
Pinnacle Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.