Pinnacle Advisory Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$505K	Buy	16,541 +7,017	+74%	+$216K	0.02%	161
2020 Q4	$297K	Buy	9,524 +509	+6%	+$15.6K	0.02%	164
2020 Q3	$278K	Buy	9,015 +314	+4%	+$9.65K	0.02%	152
2020 Q2	$262K	Sell	8,701 -217	-2%	-$6.46K	0.02%	152
2020 Q1	$259K	Sell	8,918 -2,071	-19%	-$59.8K	0.02%	137
2019 Q4	$314K	Buy	10,989 +953	+9%	+$27.2K	0.02%	139
2019 Q3	$286K	Buy	10,036 +688	+7%	+$19.6K	0.02%	139
2019 Q2	$265K	Buy	9,348 +774	+9%	+$21.6K	0.02%	149
2019 Q1	$239K	Buy	+8,574	New	+$234K	0.02%	150

Other funds holding SPIP

CSIA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

PAG

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

TAIM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Advisory Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 74% in Q1 2021, buying an estimated $216K and bringing the position to 16,541 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #161.

Pinnacle Advisory Group first reported a position in SPIP in Q1 2019 and has held it in 9 quarters since. 216 funds tracked by Wall St. Rank hold SPIP as of Q1 2021.

Pinnacle Advisory Group held 16,541 shares of State Street SPDR Portfolio TIPS ETF worth $505K as of Q1 2021.
Pinnacle Advisory Group bought 7,017 State Street SPDR Portfolio TIPS ETF shares in Q1 2021, an estimated $216K.
State Street SPDR Portfolio TIPS ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #161 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2019 and has held it in 9 quarters since.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2021.

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