Pinnacle Advisory Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-269,553	Closed	-$8.28M	–	168
2020 Q1	$8.28M	Sell	269,553 -53,883	-17%	-$1.63M	0.8%	30
2019 Q4	$9.69M	Sell	323,436 -126,051	-28%	-$3.78M	0.65%	34
2019 Q3	$13.5M	Buy	449,487 +252,527	+128%	+$7.57M	0.94%	29
2019 Q2	$5.91M	Sell	196,960 -191	-0.1%	-$5.69K	0.41%	38
2019 Q1	$5.87M	Sell	197,151 -1,818	-0.9%	-$53.9K	0.41%	35
2018 Q4	$5.89M	Buy	+198,969	New	+$5.86M	0.44%	32

Other funds holding SPTS

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

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

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

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return