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

Pinnacle Wealth Management Advisory Group’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
2022 Q2	–	Sell	-9,415	Closed	-$284K	–	300
2022 Q1	$284K	Hold	9,415	–	–	0.04%	233
2021 Q4	$292K	Hold	9,415	–	–	0.05%	216
2021 Q3	$294K	Hold	9,415	–	–	0.07%	183
2021 Q2	$295K	Hold	9,415	–	–	0.07%	181
2021 Q1	$295K	Hold	9,415	–	–	0.08%	155
2020 Q4	$296K	Hold	9,415	–	–	0.09%	150
2020 Q3	$295K	Sell	9,415 -500	-5%	-$15.7K	0.1%	148
2020 Q2	$311K	Hold	9,915	–	–	0.12%	138
2020 Q1	$300K	Buy	+9,915	New	+$303K	0.15%	117

Other funds holding SPSB

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return