Pinnacle Advisory Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-20,460	Closed	-$613K	–	158
2014 Q4	$613K	Buy	+20,460	New	+$614K	0.06%	72
2014 Q2	–	Sell	-324,592	Closed	-$9.63M	–	140
2014 Q1	$9.63M	Buy	+324,592	New	+$9.65M	0.96%	20
2013 Q4	–	Sell	-32,990	Closed	-$984K	–	107
2013 Q3	$984K	Buy	+32,990	New	+$980K	0.12%	41

Other funds holding SPTI

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Pinnacle Advisory Group's SPTI Position: Q1 2015 in Review

Pinnacle Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2015, closing a stake of 20,460 shares — an estimated $613K sold.

Pinnacle Advisory Group first reported a position in SPTI in Q3 2013 and held it in 3 quarters. The position peaked at $9.63M in Q1 2014. 24 funds tracked by Wall St. Rank hold SPTI as of Q1 2015.

Pinnacle Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2015 after selling out during the quarter.
Pinnacle Advisory Group sold 20,460 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2015, an estimated $613K.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2013 and held it in 3 quarters.
Pinnacle Advisory Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9.63M in Q1 2014.
24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2015.

Based on Pinnacle Advisory Group's 13F filing for Q1 2015, filed 1 May 2015.