Pinnacle Wealth Management Advisory Group, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$62.81 - $96.09 $252,810 - $386,762	-4,025 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$81.07 - $115.44 $2,026 - $2,886	25 Added 0.63%	4,025 $362,000
Q1 2021 May 13, 2021	SELL	$129.36 - $173.99 $1,940 - $2,609	-15 Reduced 0.37%	4,000 $543,000
Q4 2020 Feb 03, 2021	BUY	$110.36 - $151.14 $1,655 - $2,267	15 Added 0.38%	4,015 $565,000
Q2 2020 Aug 11, 2020	BUY	$73.26 - $114.17 $293,040 - $456,680	4,000 New	4,000 $448,000
Q4 2018 Feb 05, 2019	SELL	N/A	-5,209 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	5,209 New	5,209 $499,000

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

Goldman Sachs Group Inc New York, NY

12.7M
Shares

$1.16 Billion
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$1.12 Billion
0.1% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

9.23M
Shares

$842 Million
2.24% of portfolio
Morgan Stanley New York, NY

8.02M
Shares

$732 Million
0.06% of portfolio
Citigroup Inc

7.75M
Shares

$707 Million
0.45% of portfolio

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
Sector ETFs
Industry ETFs

More about XBI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account