Pinnacle Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$340K	Sell	9,381 -17,330	-65%	-$636K	0.02%	193
2020 Q4	$993K	Sell	26,711 -746,402	-97%	-$27.5M	0.06%	96
2020 Q3	$28.4M	Buy	773,113 +29,100	+4%	+$1.07M	1.89%	19
2020 Q2	$27.2M	Buy	744,013 +6,330	+0.9%	+$225K	1.89%	18
2020 Q1	$25.1M	Sell	737,683 -881,855	-54%	-$30.9M	2.41%	16
2019 Q4	$57.2M	Buy	1,619,538 +21,401	+1%	+$754K	3.85%	9
2019 Q3	$56.4M	Buy	1,598,137 +831,606	+108%	+$29.2M	3.93%	9
2019 Q2	$26.8M	Buy	+766,531	New	+$26.3M	1.85%	16

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Pinnacle Advisory Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 65% in Q1 2021, selling an estimated $636K and leaving 9,381 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #193.

Pinnacle Advisory Group first reported a position in SPIB in Q2 2019 and has held it in 8 quarters since. The position peaked at $57.2M in Q4 2019. 349 funds tracked by Wall St. Rank hold SPIB as of Q1 2021.

Pinnacle Advisory Group held 9,381 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $340K as of Q1 2021.
Pinnacle Advisory Group sold 17,330 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2021, an estimated $636K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #193 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and has held it in 8 quarters since.
Pinnacle Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $57.2M in Q4 2019.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2021.

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