Pinnacle Wealth Management Advisory Group, LLC Spdr Portfolio Short Term Corp Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$962 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$29.45 - $30.11 $277,271 - $283,485	-9,415 Closed	0 $0
Q3 2020 Oct 29, 2020	SELL	$31.3 - $31.43 $15,650 - $15,715	-500 Reduced 5.04%	9,415 $295,000
Q1 2020 May 08, 2020	BUY	$27.48 - $31.14 $272,464 - $308,753	9,915 New	9,915 $300,000

Others Institutions Holding SPSB

# of Institutions

560

Shares Held

191M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

34M
Shares

$1.02 Billion
1.08% of portfolio
Jpmorgan Chase & CO New York, NY

17.9M
Shares

$537 Million
0.05% of portfolio
Valmark Advisers, Inc.

7.2M
Shares

$216 Million
3.66% of portfolio
Bank Of America Corp Charlotte, NC

5.13M
Shares

$154 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

4.99M
Shares

$150 Million
0.08% of portfolio

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About SPDR PORTFOLIO SHORT TERM CORP

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