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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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return