PWPS
SPYG icon

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

Pinnacle Wealth Planning Services’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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPYG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.2% in Q1 2026, buying an estimated $994K and bringing the position to 194,405 shares worth $19M. The position accounts for 1.97% of the portfolio, ranked #8.

Pinnacle Wealth Planning Services first reported a position in SPYG in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.7M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 194,405 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 9,544 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $994K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.97% of Pinnacle Wealth Planning Services's portfolio in Q1 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 34 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $19.7M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.