Pinnacle Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$3.35M	Sell	73,268 -1,446	-2%	-$63.5K	0.15%	60
2020 Q4	$3.02M	Sell	74,714 -3,886	-5%	-$144K	0.18%	59
2020 Q3	$2.56M	Sell	78,600 -297	-0.4%	-$9.76K	0.17%	57
2020 Q2	$2.47M	Buy	78,897 +1,251	+2%	+$36.5K	0.17%	57
2020 Q1	$1.97M	Buy	77,646 +7,526	+11%	+$246K	0.19%	53
2019 Q4	$2.54M	Buy	70,120 +2,545	+4%	+$88.7K	0.17%	52
2019 Q3	$2.29M	Buy	67,575 +9,394	+16%	+$317K	0.16%	50
2019 Q2	$1.98M	Buy	58,181 +6,211	+12%	+$209K	0.14%	55
2019 Q1	$1.73M	Buy	51,970 +7,287	+16%	+$238K	0.12%	54
2018 Q4	$1.31M	Buy	44,683 +35,828	+405%	+$1.17M	0.1%	64
2018 Q3	$320K	Buy	+8,855	New	+$320K	0.02%	131

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

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

Pinnacle Advisory Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.9% in Q1 2021, selling an estimated $63.5K and leaving 73,268 shares worth $3.35M. The position accounts for 0.15% of the portfolio, ranked #60.

Pinnacle Advisory Group first reported a position in SPMD in Q3 2018 and has held it in 11 quarters since. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

Pinnacle Advisory Group held 73,268 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.35M as of Q1 2021.
Pinnacle Advisory Group sold 1,446 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $63.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Pinnacle Advisory Group's portfolio in Q1 2021, its #60 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 11 quarters since.
309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

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