Pinnacle Advisory Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.69M	Buy	65,166 +21,566	+49%	+$566K	0.08%	85
2020 Q4	$1.15M	Buy	43,600 +3,513	+9%	+$93.1K	0.07%	90
2020 Q3	$1.07M	Buy	40,087 +4,030	+11%	+$108K	0.07%	88
2020 Q2	$966K	Sell	36,057 -734	-2%	-$19.7K	0.07%	90
2020 Q1	$982K	Sell	36,791 -3,312	-8%	-$87K	0.09%	77
2019 Q4	$1.05M	Buy	40,103 +13,769	+52%	+$361K	0.07%	90
2019 Q3	$692K	Buy	26,334 +1,828	+7%	+$47.9K	0.05%	98
2019 Q2	$641K	Buy	24,506 +1,722	+8%	+$44.5K	0.04%	110
2019 Q1	$588K	Buy	22,784 +2,200	+11%	+$56.2K	0.04%	107
2018 Q4	$523K	Buy	20,584 +12,172	+145%	+$305K	0.04%	106
2018 Q3	$212K	Buy	+8,412	New	+$213K	0.01%	152

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Pinnacle Advisory Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 49% in Q1 2021, buying an estimated $566K and bringing the position to 65,166 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #85.

Pinnacle Advisory Group first reported a position in SPMB in Q3 2018 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold SPMB as of Q1 2021.

Pinnacle Advisory Group held 65,166 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.69M as of Q1 2021.
Pinnacle Advisory Group bought 21,566 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2021, an estimated $566K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Pinnacle Advisory Group's portfolio in Q1 2021, its #85 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2018 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2021.

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