Pinnacle Family Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 40,305 shares of SPLG stock, worth $3.02 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

40,305

Previous 42,319 4.76%

Holding current value

$3.02 Million

Previous $2.92 Million 9.15%

% of portfolio

1.64%

Previous 1.6%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$64.88 - $72.1 $130,668 - $145,209	-2,014 Reduced 4.76%	40,305 $2.65 Million
Q4 2024 Feb 14, 2025	SELL	$66.77 - $71.52 $92,276 - $98,840	-1,382 Reduced 3.16%	42,319 $2.92 Million
Q3 2024 Nov 14, 2024	SELL	$60.84 - $67.51 $144,677 - $160,538	-2,378 Reduced 5.16%	43,701 $2.95 Million
Q2 2024 Aug 14, 2024	SELL	$58.24 - $64.51 $830,910 - $920,364	-14,267 Reduced 23.64%	46,079 $2.95 Million
Q1 2024 May 15, 2024	BUY	$54.97 - $61.53 $266,219 - $297,989	4,843 Added 8.73%	60,346 $3.71 Million
Q4 2023 Feb 14, 2024	SELL	$48.29 - $56.08 $27,525 - $31,965	-570 Reduced 1.02%	55,503 $3.1 Million
Q3 2023 Nov 14, 2023	BUY	$50.09 - $53.81 $201,311 - $216,262	4,019 Added 7.72%	56,073 $2.82 Million
Q2 2023 Aug 14, 2023	BUY	$47.56 - $52.11 $82,326 - $90,202	1,731 Added 3.44%	52,054 $2.71 Million
Q1 2023 May 15, 2023	SELL	$44.61 - $48.99 $81,814 - $89,847	-1,834 Reduced 3.52%	50,323 $2.42 Million
Q4 2022 Feb 10, 2023	SELL	$41.93 - $47.9 $13,878 - $15,854	-331 Reduced 0.63%	52,157 $2.35 Million
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.54 $57,106 - $68,734	1,360 Added 2.66%	52,488 $2.2 Million
Q2 2022 Aug 15, 2022	SELL	$43.16 - $53.73 $633,675 - $788,863	-14,682 Reduced 22.31%	51,128 $2.27 Million
Q1 2022 May 16, 2022	BUY	$48.98 - $56.19 $234,614 - $269,150	4,790 Added 7.85%	65,810 $3.5 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $56.16 $817,621 - $910,522	16,213 Added 36.18%	61,020 $3.41 Million
Q3 2021 Nov 12, 2021	BUY	$49.95 - $53.29 $323,426 - $345,052	6,475 Added 16.89%	44,807 $2.26 Million
Q2 2021 Aug 16, 2021	SELL	$47.08 - $50.33 $58,614 - $62,660	-1,245 Reduced 3.15%	38,332 $1.93 Million
Q1 2021 May 14, 2021	BUY	$43.36 - $46.72 $25,885 - $27,891	597 Added 1.53%	39,577 $1.85 Million
Q4 2020 Feb 16, 2021	BUY	$38.37 - $43.96 $1.5 Million - $1.71 Million	38,980 New	38,980 $1.71 Million

Others Institutions Holding SPLG

# of Institutions

1,453

Shares Held

649M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History