Pinnacle Advisory Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Pinnacle Advisory Group’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.8M	Buy	52,399 +13,986	+36%	+$491K	0.08%	81
2020 Q4	$1.39M	Buy	38,413 +9,388	+32%	+$336K	0.08%	78
2020 Q3	$1.03M	Buy	29,025 +11,067	+62%	+$396K	0.07%	91
2020 Q2	$632K	Buy	17,958 +1,265	+8%	+$43.2K	0.04%	112
2020 Q1	$545K	Buy	16,693 +8,867	+113%	+$299K	0.05%	103
2019 Q4	$265K	Buy	+7,826	New	+$264K	0.02%	148

Other funds holding SPBO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Pinnacle Advisory Group's SPBO Position: Q1 2021 in Review

Pinnacle Advisory Group increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 36% in Q1 2021, buying an estimated $491K and bringing the position to 52,399 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #81.

Pinnacle Advisory Group first reported a position in SPBO in Q4 2019 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold SPBO as of Q1 2021.

Pinnacle Advisory Group held 52,399 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.8M as of Q1 2021.
Pinnacle Advisory Group bought 13,986 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2021, an estimated $491K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.08% of Pinnacle Advisory Group's portfolio in Q1 2021, its #81 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2019 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.