Pinnacle Wealth Management Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Pinnacle Wealth Management Group, Inc.

$163 Million
Q3 2025

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 5,746 shares of SPTM stock, worth $466,402. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,746

Previous 5,745 0.02%

Holding current value

$466,402

Previous $430,000 7.67%

% of portfolio

0.28%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$74.93 - $80.73 $74 - $80	1 Added 0.02%	5,746 $463,000
Q2 2025 Jul 31, 2025	BUY	$60.34 - $74.89 $1,870 - $2,321	31 Added 0.54%	5,745 $430,000
Q1 2025 Apr 11, 2025	SELL	$67.03 - $74.61 $54,294 - $60,434	-810 Reduced 12.42%	5,714 $386,000
Q4 2024 Jan 13, 2025	BUY	$69.3 - $74.3 $8,939 - $9,584	129 Added 2.02%	6,524 $466,000
Q3 2024 Oct 10, 2024	SELL	$63.28 - $70.06 $9,681 - $10,719	-153 Reduced 2.34%	6,395 $448,000
Q1 2024 Apr 24, 2024	SELL	$57.38 - $64.15 $16,123 - $18,026	-281 Reduced 4.11%	6,548 $420,000
Q2 2023 Jul 10, 2023	SELL	$49.75 - $54.44 $175,468 - $192,009	-3,527 Reduced 34.06%	6,829 $371,000
Q1 2023 Apr 27, 2023	SELL	$46.97 - $51.65 $59,886 - $65,853	-1,275 Reduced 10.96%	10,356 $522,000
Q1 2023 Apr 26, 2023	BUY	$46.97 - $51.65 $12,118 - $13,325	258 Added 2.27%	11,631 $586,000
Q3 2022 Oct 07, 2022	SELL	$44.11 - $53.04 $11,380 - $13,684	-258 Reduced 2.22%	11,373 $502,000
Q1 2022 Apr 21, 2022	BUY	$51.36 - $58.82 $6,779 - $7,764	132 Added 1.15%	11,631 $646,000
Q4 2021 Mar 15, 2022	BUY	$52.99 - $58.74 $11,445 - $12,687	216 Added 1.91%	11,499 $672,000
Q3 2021 Oct 28, 2021	SELL	$52.32 - $55.93 $194,054 - $207,444	-3,709 Reduced 24.74%	11,283 $598,000
Q2 2021 Aug 10, 2021	BUY	$49.77 - $52.97 $746,151 - $794,126	14,992 New	14,992 $794,000

Others Institutions Holding SPTM

# of Institutions

761

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

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

News

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

Account

Pinnacle Wealth Management Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History