Pin Oak Investment Advisors Inc / SPY
Pin Oak Investment Advisors Inc’s State Str Spdr S&P 500 Etf T Position
Does Pin Oak Investment Advisors Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes — 2.8K shares worth $2M (+1.28% of its 13F portfolio) as of Q1 2026, down from 3.4K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
2.8K
% of Portfolio
+1.28%
Quarters Held
30
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.8K | $2M | +1.28% |
| Q4 2025 | 3.4K | $2M | +1.63% |
| Q3 2025 | 4.2K | $3M | +1.99% |
| Q2 2025 | 4.1K | $2M | +1.94% |
| Q1 2025 | 4.2K | $2M | +1.74% |
| Q4 2024 | 4.3K | $2M | +2.24% |
| Q3 2024 | 4.3K | $2M | +2.24% |
| Q2 2024 | 4.3K | $2M | +2.25% |
| Q1 2024 | 4.4K | $2M | +2.23% |
| Q4 2023 | 4.2K | $2M | +2.02% |
| Q3 2023 | 3.7K | $2M | +1.80% |
| Q2 2023 | 3.6K | $2M | +1.78% |
| Q1 2023 | 3.5K | $1M | +1.79% |
| Q4 2022 | 3.5K | $1M | +1.65% |
| Q3 2022 | 3.5K | $1M | +1.57% |
| Q2 2022 | 3.4K | $1M | +1.55% |
| Q1 2022 | 3.2K | $1M | +1.54% |
| Q4 2021 | 3.3K | $2M | +1.57% |
| Q3 2021 | 3.3K | $1M | +1.54% |
| Q2 2021 | 3.3K | $1M | +1.42% |
| Q1 2021 | 5.4K | $2M | +1.82% |
| Q4 2020 | 4.0K | $1M | +1.22% |
| Q3 2020 | 3.9K | $1M | +1.25% |
| Q2 2020 | 3.9K | $1M | +1.11% |
| Q1 2020 | 3.8K | $987,000 | +1.03% |
| Q4 2019 | 3.8K | $1M | +0.99% |
| Q3 2019 | 3.9K | $1M | +0.96% |
| Q2 2019 | 4.3K | $1M | +0.98% |
| Q1 2019 | 4.1K | $1M | +0.93% |
| Q4 2018 | 4.5K | $1M | +1.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pin Oak Investment Advisors Inc’s full portfolio or all institutional holders of SPY.