Pinnacle Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$12.8M	Buy	274,323 +38,931	+17%	+$1.77M	0.59%	40
2020 Q4	$10.3M	Buy	235,392 +2,970	+1%	+$124K	0.63%	40
2020 Q3	$9.15M	Sell	232,422 -5,230	-2%	-$204K	0.61%	38
2020 Q2	$8.62M	Sell	237,652 -4,672	-2%	-$161K	0.6%	39
2020 Q1	$7.33M	Sell	242,324 -7,048	-3%	-$253K	0.7%	32
2019 Q4	$9.43M	Buy	249,372 +5,972	+2%	+$216K	0.64%	35
2019 Q3	$8.48M	Buy	243,400 +32,758	+16%	+$1.14M	0.59%	32
2019 Q2	$7.28M	Buy	210,642 +16,710	+9%	+$566K	0.5%	33
2019 Q1	$6.44M	Buy	193,932 +23,719	+14%	+$757K	0.45%	33
2018 Q4	$4.97M	Buy	170,213 +133,931	+369%	+$4.22M	0.37%	36
2018 Q3	$1.24M	Buy	+36,282	New	+$1.21M	0.09%	65

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Pinnacle Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q1 2021, buying an estimated $1.77M and bringing the position to 274,323 shares worth $12.8M. The position accounts for 0.59% of the portfolio, ranked #40.

Pinnacle Advisory Group first reported a position in SPYM in Q3 2018 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold SPYM as of Q1 2021.

Pinnacle Advisory Group held 274,323 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.8M as of Q1 2021.
Pinnacle Advisory Group bought 38,931 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2021, an estimated $1.77M.
State Street SPDR Portfolio S&P 500 ETF made up 0.59% of Pinnacle Advisory Group's portfolio in Q1 2021, its #40 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 11 quarters since.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2021.

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