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Pinnacle Wealth Management Advisory Group, LLC → SPY

Pinnacle Wealth Management Advisory Group, LLC SPY Position History

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

Quarters held
4
Latest value
$37.2M
Q3 2026
Peak value
$37.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$35.3M
Q1 2026$32.6M
Q2 2026$37.4M
Q3 2026$37.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$37.2M48.8K——
Q2 2026$37.4M50.0K——
Q1 2026$32.6M50.1K——
Q4 2025$35.3M51.8K——

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