Pinnacle Bancorp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Pinnacle Bancorp’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.86M	Buy	62,759 +23,788	+61%	+$710K	0.5%	45
2026 Q2	$1.17M	Buy	38,971 +812	+2%	+$24.4K	0.3%	63
2026 Q1	$1.15M	Buy	38,159 +50	+0.1%	+$1.51K	0.34%	57
2025 Q4	$1.15M	Buy	38,109 +2,025	+6%	+$61.2K	0.34%	56
2025 Q3	$1.09M	Buy	36,084 +70	+0.2%	+$2.11K	0.32%	58
2025 Q2	$1.09M	Buy	36,014 +9,103	+34%	+$273K	0.34%	56
2025 Q1	$810K	Buy	26,911 +55	+0.2%	+$1.65K	0.26%	71
2024 Q4	$802K	Hold	26,856	–	–	0.26%	72
2024 Q3	$813K	Buy	26,856 +4,687	+21%	+$141K	0.22%	73
2024 Q2	$658K	Hold	22,169	–	–	0.19%	80
2024 Q1	$660K	Buy	22,169 +4,055	+22%	+$121K	0.2%	83
2023 Q4	$539K	Hold	18,114	–	–	0.18%	91
2023 Q3	$531K	Hold	18,114	–	–	0.19%	84
2023 Q2	$533K	Sell	18,114 -200	-1%	-$5.9K	0.18%	85
2023 Q1	$543K	Buy	18,314 +5,570	+44%	+$164K	0.2%	81
2022 Q4	$374K	Buy	12,744 +764	+6%	+$22.4K	0.14%	109
2022 Q3	$350K	Sell	11,980 -600	-5%	-$17.8K	0.15%	100
2022 Q2	$374K	Sell	12,580 -7,261	-37%	-$217K	0.15%	96
2022 Q1	$598K	Buy	19,841 +7,261	+58%	+$222K	0.21%	76
2021 Q4	$390K	Buy	12,580 +1,000	+9%	+$31.1K	0.14%	109
2021 Q3	$362K	Sell	11,580 -1,151	-9%	-$36K	0.14%	109
2021 Q2	$398K	Sell	12,731 -163	-1%	-$5.1K	0.18%	98
2021 Q1	$404K	Sell	12,894 -1,263	-9%	-$39.6K	0.2%	95
2020 Q4	$445K	Hold	14,157	–	–	0.27%	78
2020 Q3	$444K	Sell	14,157 -135	-0.9%	-$4.24K	0.31%	70
2020 Q2	$448K	Hold	14,292	–	–	0.33%	68
2020 Q1	$432K	Hold	14,292	–	–	0.37%	59
2019 Q4	$441K	Hold	14,292	–	–	0.31%	70
2019 Q3	$441K	Sell	14,292 -30	-0.2%	-$923	0.25%	65
2019 Q2	$441K	Buy	14,322 +821	+6%	+$25.1K	0.25%	67
2019 Q1	$412K	Sell	13,501 -479	-3%	-$14.5K	0.24%	67
2018 Q4	$421K	Buy	+13,980	New	+$420K	0.26%	61
2017 Q1	$158K	Buy	+5,166	New	+$158K	0.11%	132

Other funds holding SPSB

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Pinnacle Bancorp's SPSB Position: Q3 2026 in Review

Pinnacle Bancorp increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 61% in Q3 2026, buying an estimated $710K and bringing the position to 62,759 shares worth $1.86M. The position accounts for 0.5% of the portfolio, ranked #45.

Pinnacle Bancorp first reported a position in SPSB in Q1 2017 and has held it in 33 quarters since. 130 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Pinnacle Bancorp held 62,759 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.86M as of Q3 2026.
Pinnacle Bancorp bought 23,788 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $710K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.5% of Pinnacle Bancorp's portfolio in Q3 2026, its #45 holding.
Pinnacle Bancorp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and has held it in 33 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.