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

Pinnacle Wealth Advisors’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
2021
Q2 		$13.7M Buy
+436,780
New +$13.7M 0.55% 57

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Pinnacle Wealth Advisors's SPSB Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2021: 436,780 shares worth $13.7M. The stake represents 0.55% of the portfolio and ranks #57 among its holdings.

457 funds tracked by Wall St. Rank hold SPSB as of Q2 2021.

  • Pinnacle Wealth Advisors held 436,780 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $13.7M as of Q2 2021.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.55% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #57 holding.
  • 457 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.