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

Pinnacle Wealth Management Group, Inc.

$119 Million
Q1 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 5,714 shares of SPTM stock, worth $408,665. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,714

Previous 6,524 12.42%

Holding current value

$408,665

Previous $466,000 17.17%

% of portfolio

0.32%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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