Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Aggregate Bond Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 773,305 shares of SPAB stock, worth $19.6 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

773,305

Previous 733,295 5.46%

Holding current value

$19.6 Million

Previous $18.3 Million 7.78%

% of portfolio

3.02%

Previous 2.8%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$24.73 - $25.62 $989,447 - $1.03 Million	40,010 Added 5.46%	773,305 $19.8 Million
Q4 2024 Feb 06, 2025	BUY	$24.94 - $26.14 $1.34 Million - $1.41 Million	53,876 Added 7.93%	733,295 $18.3 Million
Q3 2024 Nov 13, 2024	BUY	$24.86 - $26.33 $1.1 Million - $1.16 Million	44,178 Added 6.95%	679,419 $17.8 Million
Q2 2024 Aug 09, 2024	BUY	$24.54 - $25.28 $1.48 Million - $1.53 Million	60,443 Added 10.52%	635,241 $15.9 Million
Q1 2024 May 09, 2024	BUY	$24.99 - $25.67 $591,863 - $607,968	23,684 Added 4.3%	574,798 $14.5 Million
Q4 2023 Feb 07, 2024	BUY	$23.71 - $25.74 $922,437 - $1 Million	38,905 Added 7.6%	551,114 $14.1 Million
Q3 2023 Nov 07, 2023	BUY	$24.28 - $25.47 $573,202 - $601,295	23,608 Added 4.83%	512,209 $12.5 Million
Q2 2023 Aug 07, 2023	BUY	$25.22 - $26.01 $752,690 - $776,268	29,845 Added 6.51%	488,601 $12.4 Million
Q1 2023 May 03, 2023	BUY	$24.92 - $26.08 $807,956 - $845,565	32,422 Added 7.6%	458,756 $11.8 Million
Q4 2022 Feb 13, 2023	BUY	$24.25 - $25.85 $2.39 Million - $2.55 Million	98,696 Added 30.12%	426,334 $10.7 Million
Q3 2022 Nov 09, 2022	BUY	$24.75 - $27.0 $419,958 - $458,136	16,968 Added 5.46%	327,638 $8.18 Million
Q2 2022 Aug 03, 2022	SELL	$25.67 - $27.71 $844,003 - $911,077	-32,879 Reduced 9.57%	310,670 $8.19 Million
Q1 2022 Apr 20, 2022	SELL	$27.54 - $29.46 $1.02 Million - $1.09 Million	-36,906 Reduced 9.7%	343,549 $9.55 Million
Q4 2021 Jan 21, 2022	BUY	$29.5 - $29.98 $1.13 Million - $1.15 Million	38,292 Added 11.19%	380,455 $11.3 Million
Q3 2021 Oct 29, 2021	BUY	$29.83 - $30.33 $599,791 - $609,845	20,107 Added 6.24%	342,163 $10.2 Million
Q2 2021 Aug 02, 2021	BUY	$29.63 - $30.01 $193,069 - $195,545	6,516 Added 2.07%	322,056 $9.67 Million
Q1 2021 Apr 29, 2021	SELL	$29.52 - $30.77 $997,067 - $1.04 Million	-33,776 Reduced 9.67%	315,540 $9.36 Million
Q4 2020 Feb 12, 2021	BUY	$30.52 - $30.88 $951,552 - $962,776	31,178 Added 9.8%	349,316 $10.8 Million
Q3 2020 Nov 03, 2020	BUY	$30.77 - $31.23 $2.83 Million - $2.87 Million	91,981 Added 40.67%	318,138 $9.8 Million
Q2 2020 Jul 27, 2020	SELL	$30.0 - $30.86 $573,630 - $590,074	-19,121 Reduced 7.8%	226,157 $6.98 Million
Q1 2020 May 11, 2020	SELL	$27.93 - $30.83 $424,424 - $468,492	-15,196 Reduced 5.83%	245,278 $7.41 Million
Q4 2019 Feb 07, 2020	SELL	$29.24 - $29.77 $1.23 Million - $1.25 Million	-41,961 Reduced 13.87%	260,474 $7.65 Million
Q3 2019 Oct 31, 2019	BUY	$29.25 - $29.64 $1.34 Million - $1.35 Million	45,674 Added 17.79%	302,435 $8.14 Million
Q2 2019 Aug 06, 2019	BUY	N/A	5,633 Added 2.24%	256,761 $7.49 Million
Q1 2019 May 08, 2019	SELL	N/A	-59,951 Reduced 19.27%	251,128 $7.17 Million
Q4 2018 Mar 01, 2019	BUY	N/A	56,516 Added 22.2%	311,079 $8.66 Million
Q3 2018 Feb 28, 2019	BUY	N/A	20,601 Added 8.81%	254,563 $7.05 Million
Q2 2018 Feb 28, 2019	BUY	N/A	12,700 Added 5.74%	233,962 $6.53 Million
Q1 2018 Feb 28, 2019	BUY	N/A	196,272 Added 785.4%	221,262 $6.23 Million
Q4 2017 Feb 12, 2018	BUY	N/A	24,990	24,990 $718,000

Others Institutions Holding SPAB

# of Institutions

561

Shares Held

269M

Call Options Held

Put Options Held

300

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Account

Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Aggregate Bond Transaction History