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Pinnacle Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Pinnacle Advisory Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$34.6M Buy
819,060
+297,487
+57% +$12.1M 1.59% 25
2020
Q4 		$18.7M Buy
521,573
+423,431
+431% +$13.6M 1.13% 32
2020
Q3 		$2.69M Buy
98,142
+185
+0.2% +$5.16K 0.18% 56
2020
Q2 		$2.6M Buy
97,957
+5,243
+6% +$129K 0.18% 55
2020
Q1 		$2.02M Buy
92,714
+11,819
+15% +$343K 0.19% 52
2019
Q4 		$2.64M Buy
80,895
+2,837
+4% +$88.6K 0.18% 49
2019
Q3 		$2.34M Buy
78,058
+11,090
+17% +$335K 0.16% 48
2019
Q2 		$2.05M Buy
66,968
+8,016
+14% +$244K 0.14% 53
2019
Q1 		$1.78M Buy
58,952
+8,984
+18% +$267K 0.12% 53
2018
Q4 		$1.32M Buy
49,968
+39,987
+401% +$1.18M 0.1% 63
2018
Q3 		$332K Buy
+9,981
New +$332K 0.02% 128

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Pinnacle Advisory Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 57% in Q1 2021, buying an estimated $12.1M and bringing the position to 819,060 shares worth $34.6M. The position accounts for 1.59% of the portfolio, ranked #25.

Pinnacle Advisory Group first reported a position in SPSM in Q3 2018 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold SPSM as of Q1 2021.

  • Pinnacle Advisory Group held 819,060 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $34.6M as of Q1 2021.
  • Pinnacle Advisory Group bought 297,487 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2021, an estimated $12.1M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.59% of Pinnacle Advisory Group's portfolio in Q1 2021, its #25 holding.
  • Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 11 quarters since.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2021.

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