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PINNACLE ASSOCIATES LTD → SPY

PINNACLE ASSOCIATES LTD SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
10
Latest value
$143.9M
Q3 2026
Peak value
$143.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$30K
Q3 2025$132.5M
Q4 2025$31K
Q4 2025$132.9M
Q1 2026$29K
Q1 2026$123.6M
Q2 2026$142.7M
Q2 2026$34K
Q3 2026$34K
Q3 2026$143.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$143.9M188.7K——
Q3 2026$34K45——
Q2 2026$34K45——
Q2 2026$142.7M191.1K——
Q1 2026$123.6M190.0K——
Q1 2026$29K45——
Q4 2025$132.9M194.9K——
Q4 2025$31K45——
Q3 2025$132.5M198.9K——
Q3 2025$30K45——

Other funds holding SPY

Other PINNACLE ASSOCIATES LTD positions

JNJ

JOHNSON & JOHNSON

$437.9M
JNJ

JOHNSON & JOHNSON

$420.8M
JNJ

JOHNSON & JOHNSON

$404M
AAPL

APPLE INC

$400.9M
AAPL

APPLE INC

$350.9M
JNJ

JOHNSON & JOHNSON

$343.5M
AAPL

APPLE INC

$335.4M
AAPL

APPLE INC

$319.2M