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

Pinnacle Wealth Management Group, Inc.

$122 Million
Q1 2024

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 6,548 shares of SPTM stock, worth $439,698. This represents 0.35% of its overall portfolio holdings.

Number of Shares

6,548

Previous 6,829 4.11%

Holding current value

$439,698

Previous $399,000 5.26%

% of portfolio

0.35%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-258 Reduced 2.22%	11,373 $502,000

Q1 2022 Apr 21, 2022	BUY	N/A	132 Added 1.15%	11,631 $646,000
Q4 2021 Mar 15, 2022	BUY	N/A	216 Added 1.91%	11,499 $672,000
Q3 2021 Oct 28, 2021	SELL	N/A	-3,709 Reduced 24.74%	11,283 $598,000
Q2 2021 Aug 10, 2021	BUY	N/A	14,992 New	14,992 $794,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

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About SPDR PORTFOLIO S&P 1500 COMPOS

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