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

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 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

565

Shares Held

191M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

37.1M
Shares

$1.1 Billion
1.12% of portfolio
Jpmorgan Chase & CO New York, NY

19.1M
Shares

$569 Million
0.05% of portfolio
Valmark Advisers, Inc.

7.37M
Shares

$220 Million
3.52% of portfolio
Lpl Financial LLC Fort Mill, SC

5.38M
Shares

$160 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.02M
Shares

$150 Million
0.01% of portfolio

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About SPDR PORTFOLIO SHORT TERM CORP

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