Pinnacle Wealth Management Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Pinnacle Wealth Management Group’s Portfolio SPMB Stock Details SPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,512	Closed	-$293K	–	104
2022 Q4	$293K	Hold	13,512	–	–	0.26%	80
2022 Q3	$290K	Sell	13,512 -4,067	-23%	-$92.4K	0.26%	79
2022 Q2	$402K	Sell	17,579 -399	-2%	-$9.19K	0.34%	65
2022 Q1	$431K	Sell	17,978 -103,754	-85%	-$2.55M	0.32%	72
2021 Q4	$3.09M	Sell	121,732 -11,826	-9%	-$301K	2.29%	11
2021 Q3	$3.44M	Buy	133,558 +10,589	+9%	+$274K	2.58%	9
2021 Q2	$3.18M	Buy	+122,969	New	+$3.19M	2.32%	11

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Management Group's SPMB Position: Q1 2023 in Review

Pinnacle Wealth Management Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2023, closing a stake of 13,512 shares — an estimated $293K sold.

Pinnacle Wealth Management Group first reported a position in SPMB in Q2 2021 and held it in 7 quarters. The position peaked at $3.44M in Q3 2021. 167 funds tracked by Wall St. Rank hold SPMB as of Q1 2023.

Pinnacle Wealth Management Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2023 after selling out during the quarter.
Pinnacle Wealth Management Group sold 13,512 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2023, an estimated $293K.
Pinnacle Wealth Management Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and held it in 7 quarters.
Pinnacle Wealth Management Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.44M in Q3 2021.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2023.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2023, filed 26 Apr 2023.