SPY — SPDR S&P 500 ETF TR

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported SPDR S&P 500 ETF TR (SPY) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.35% in 2023 Q4. The latest visible filing shows SPY at 2.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPY was reported at 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,104 -341 -2.4% 2.79% $9.6M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 14,445 -367 -2.5% 2.91% $9.6M 2025-11-12 $679.51
2025 Q2 REDUCED 14,812 -37 -0.2% 3.06% $9.2M 2025-08-11 $630.57
2025 Q1 REDUCED 14,849 -1,458 -8.9% 3.02% $8.3M 2025-05-15 $583.77
2024 Q4 REDUCED 16,307 -87 -0.5% 3.74% $9.6M 2025-02-18 $602.75
2024 Q3 REDUCED 16,394 -857 -5.0% 3.69% $9.4M 2024-11-12 $586.39
2024 Q2 REDUCED 17,251 -205 -1.2% 4.02% $9.4M 2024-08-08 $519.71
2024 Q1 REDUCED 17,456 -414 -2.3% 4.01% $9.1M 2024-05-15 $517.19
2023 Q4 ADDED 17,870 +241 +1.4% 4.35% $8.5M 2024-02-13 $480.85
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 92.45% Greenfield FTC, Inc. 3Y 86.17% Trust Asset Management LLC 3Y 7Y 56.09% Shulman DeMeo Asset Management LLC 3Y 7Y 51.75% PEAVINE CAPITAL, LLC 3Y 7Y 41.35% Greenhouse Wealth Management, LLC 3Y 35.33% SJBENEN ADVISORY, LLC 34.0% Div Capital Phoenix Assets Ltd 33.09% Benin Management CORP 3Y 7Y 31.22%

FAQ About Pinnacle Financial Group, LLC / IL and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning SPY?

Pinnacle Financial Group, LLC / IL reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for SPY was 4.35% in 2023 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 14,104 shares, equal to 2.79% of portfolio, with an estimated market value of $9.6M.

What does the chart on this SPY ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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