Pinnacle Wealth Planning Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.6M | Sell |
189,928
-4,477
| -2% | -$512K | 2.15% | 8 |
|
|
2026
Q1 | $19M | Buy |
194,405
+9,544
| +5% | +$994K | 1.97% | 8 |
|
|
2025
Q4 | $19.7M | Buy |
184,861
+5,281
| +3% | +$560K | 2.06% | 8 |
|
|
2025
Q3 | $18.8M | Buy |
179,580
+6,102
| +4% | +$608K | 2.2% | 9 |
|
|
2025
Q2 | $16.5M | Buy |
173,478
+2,695
| +2% | +$231K | 2.17% | 9 |
|
|
2025
Q1 | $13.7M | Sell |
170,783
-468
| -0.3% | -$40.9K | 2.06% | 7 |
|
|
2024
Q4 | $15.1M | Buy |
171,251
+1,972
| +1% | +$170K | 2.26% | 7 |
|
|
2024
Q3 | $14M | Sell |
169,279
-5,735
| -3% | -$458K | 1.91% | 9 |
|
|
2024
Q2 | $14M | Sell |
175,014
-2,386
| -1% | -$178K | 2% | 9 |
|
|
2024
Q1 | $13M | Buy |
177,400
+337
| +0.2% | +$23.5K | 1.9% | 8 |
|
|
2023
Q4 | $11.5M | Buy |
177,063
+776
| +0.4% | +$47.9K | 1.81% | 8 |
|
|
2023
Q3 | $10.5M | Sell |
176,287
-2,366
| -1% | -$145K | 1.72% | 9 |
|
|
2023
Q2 | $10.9M | Sell |
178,653
-76,018
| -30% | -$4.35M | 1.76% | 9 |
|
|
2023
Q1 | $12.4M | Buy |
254,671
+38,150
| +18% | +$2.02M | 2.06% | 8 |
|
|
2022
Q4 | $11M | Buy |
216,521
+82,646
| +62% | +$4.3M | 1.95% | 7 |
|
|
2022
Q3 | $6.71M | Buy |
133,875
+5,344
| +4% | +$301K | 1.24% | 13 |
|
|
2022
Q2 | $6.72M | Sell |
128,531
-6,184
| -5% | -$355K | 1.21% | 15 |
|
|
2022
Q1 | $8.92M | Sell |
134,715
-2,299
| -2% | -$150K | 1.63% | 13 |
|
|
2021
Q4 | $9.93M | Sell |
137,014
-16,817
| -11% | -$1.17M | 1.94% | 11 |
|
|
2021
Q3 | $8.85M | Buy |
153,831
+1,478
| +1% | +$97.6K | 1.96% | 12 |
|
|
2021
Q2 | $8.61M | Buy |
152,353
+4,272
| +3% | +$256K | 2% | 11 |
|
|
2021
Q1 | $7.56M | Sell |
148,081
-39,583
| -21% | -$2.22M | 1.94% | 12 |
|
|
2020
Q4 | $9.62M | Buy |
187,664
+2,022
| +1% | +$106K | 2.3% | 5 |
|
|
2020
Q3 | $8.68M | Sell |
185,642
-33,584
| -15% | -$1.65M | 2.87% | 5 |
|
|
2020
Q2 | $8.92M | Sell |
219,226
-11,124
| -5% | -$462K | 2.9% | 6 |
|
|
2020
Q1 | $7.96M | Buy |
230,350
+57,538
| +33% | +$2.36M | 3.78% | 2 |
|
|
2019
Q4 | $7.24M | Sell |
172,812
-39,569
| -19% | -$1.59M | 3.41% | 4 |
|
|
2019
Q3 | $7.26M | Buy |
212,381
+27,877
| +15% | +$1.09M | 3.95% | 4 |
|
|
2019
Q2 | $7.14M | Buy |
184,504
+3,995
| +2% | +$152K | 4.31% | 4 |
|
|
2019
Q1 | $6.72M | Buy |
180,509
+2,403
| +1% | +$85K | 4.51% | 4 |
|
|
2018
Q4 | $5.79M | Buy |
178,106
+132,864
| +294% | +$4.64M | 3.7% | 5 |
|
|
2018
Q3 | $1.73M | Buy |
45,242
+2,644
| +6% | +$98.2K | 1.58% | 10 |
|
|
2018
Q2 | $1.5M | Buy |
42,598
+1,462
| +4% | +$50.7K | 1.45% | 10 |
|
|
2018
Q1 | $1.38M | Buy |
41,136
+33,708
| +454% | +$1.16M | 1.42% | 11 |
|
|
2017
Q4 | $245K | Buy |
+7,428
| New | +$240K | 0.5% | 43 |
|
Other funds holding SPYG
AF
HI
Pinnacle Wealth Planning Services's SPYG Position: Q2 2026 in Review
Pinnacle Wealth Planning Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.3% in Q2 2026, selling an estimated $512K and leaving 189,928 shares worth $22.6M. The position accounts for 2.15% of the portfolio, ranked #8.
Pinnacle Wealth Planning Services first reported a position in SPYG in Q4 2017 and has held it in 35 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.
- Pinnacle Wealth Planning Services held 189,928 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $22.6M as of Q2 2026.
- Pinnacle Wealth Planning Services sold 4,477 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $512K.
- State Street SPDR Portfolio S&P 500 Growth ETF made up 2.15% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #8 holding.
- Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.