Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
$28.57 - $34.74 $275,157 - $334,580
-9,631 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$31.42 - $36.91 $18,726 - $21,998
596 Added 6.6%
9,631 $330,000
Q4 2021

Jan 21, 2022

BUY
$35.28 - $37.98 $60,928 - $65,591
1,727 Added 23.63%
9,035 $330,000
Q3 2021

Oct 29, 2021

BUY
$35.68 - $38.17 $13,380 - $14,313
375 Added 5.41%
7,308 $265,000
Q2 2021

Aug 02, 2021

BUY
$35.87 - $38.34 $21,522 - $23,004
600 Added 9.47%
6,933 $255,000
Q1 2021

Apr 29, 2021

BUY
$33.6 - $35.9 $5,040 - $5,385
150 Added 2.43%
6,333 $224,000
Q4 2020

Feb 12, 2021

BUY
$28.3 - $34.03 $174,978 - $210,407
6,183 New
6,183 $209,000
Q1 2020

May 11, 2020

SELL
$20.71 - $31.78 $173,466 - $266,189
-8,376 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
$28.52 - $31.66 $8,556 - $9,498
300 Added 3.71%
8,376 $262,000
Q2 2019

Aug 06, 2019

SELL
N/A
-6 Reduced 0.07%
8,076 $239,000
Q1 2019

May 08, 2019

SELL
N/A
-7,312 Reduced 47.5%
8,082 $236,000
Q4 2018

Mar 01, 2019

BUY
N/A
15,394 New
15,394 $408,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

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.