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	-$9.6M	–	140
2014 Q1	$9.6M	Buy	+324,592	New	+$9.6M	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

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 $9.6M 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 $9.6M 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.