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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SPSB Position: Q2 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2022, closing a stake of 9,415 shares — an estimated $284K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SPSB in Q1 2020 and held it in 9 quarters. The position peaked at $311K in Q2 2020. 528 funds tracked by Wall St. Rank hold SPSB as of Q2 2022.

Pinnacle Wealth Management Advisory Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 9,415 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2022, an estimated $284K.
Pinnacle Wealth Management Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Pinnacle Wealth Management Advisory Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $311K in Q2 2020.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2022, filed 1 Aug 2022.