Pinnacle Wealth Planning Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 89,296 shares of SPEM stock, worth $3.89 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

89,296

Previous 90,703 1.55%

Holding current value

$3.89 Million

Previous $3.48 Million 1.01%

% of portfolio

0.54%

Previous 0.53%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$37.07 - $40.63 $52,157 - $57,166	-1,407 Reduced 1.55%	89,296 $3.52 Million
Q4 2024 Feb 06, 2025	SELL	$38.37 - $42.82 $60,279 - $67,270	-1,571 Reduced 1.7%	90,703 $3.48 Million
Q3 2024 Nov 13, 2024	SELL	$36.02 - $41.68 $468,548 - $542,173	-13,008 Reduced 12.36%	92,274 $3.81 Million
Q2 2024 Aug 09, 2024	BUY	$35.3 - $38.79 $63,963 - $70,287	1,812 Added 1.75%	105,282 $3.97 Million
Q1 2024 May 09, 2024	BUY	$33.69 - $36.47 $72,871 - $78,884	2,163 Added 2.14%	103,470 $3.74 Million
Q4 2023 Feb 07, 2024	BUY	$32.26 - $35.46 $146,589 - $161,130	4,544 Added 4.7%	101,307 $3.59 Million
Q3 2023 Nov 07, 2023	BUY	$33.36 - $36.37 $95,442 - $104,054	2,861 Added 3.05%	96,763 $3.25 Million
Q2 2023 Aug 07, 2023	BUY	$33.2 - $35.75 $116,100 - $125,017	3,497 Added 3.87%	93,902 $3.23 Million
Q1 2023 May 03, 2023	BUY	$32.49 - $36.44 $40,222 - $45,112	1,238 Added 1.39%	90,405 $3.09 Million
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $639,121 - $730,818	21,177 Added 31.15%	89,167 $2.94 Million
Q3 2022 Nov 09, 2022	BUY	$31.04 - $35.55 $103,487 - $118,523	3,334 Added 5.16%	67,990 $2.11 Million
Q2 2022 Aug 03, 2022	BUY	$33.85 - $40.03 $212,679 - $251,508	6,283 Added 10.76%	64,656 $2.25 Million
Q1 2022 Apr 20, 2022	BUY	$35.69 - $43.02 $283,235 - $341,406	7,936 Added 15.73%	58,373 $2.26 Million
Q4 2021 Jan 21, 2022	BUY	$40.07 - $44.51 $182,078 - $202,253	4,544 Added 9.9%	50,437 $2.09 Million
Q3 2021 Oct 29, 2021	BUY	$41.44 - $45.27 $146,697 - $160,255	3,540 Added 8.36%	45,893 $1.95 Million
Q2 2021 Aug 02, 2021	BUY	$42.87 - $46.35 $203,718 - $220,255	4,752 Added 12.64%	42,353 $1.93 Million
Q1 2021 Apr 29, 2021	SELL	$42.41 - $47.37 $8,906 - $9,947	-210 Reduced 0.56%	37,601 $1.65 Million
Q4 2020 Feb 12, 2021	BUY	$36.44 - $42.49 $15,341 - $17,888	421 Added 1.13%	37,811 $1.59 Million
Q3 2020 Nov 03, 2020	BUY	$33.84 - $37.9 $85,784 - $96,076	2,535 Added 7.27%	37,390 $1.37 Million
Q2 2020 Jul 27, 2020	SELL	$27.38 - $34.3 $91,038 - $114,047	-3,325 Reduced 8.71%	34,855 $1.04 Million
Q1 2020 May 11, 2020	BUY	$25.76 - $38.65 $174,704 - $262,124	6,782 Added 21.6%	38,180 $995,000
Q4 2019 Feb 07, 2020	BUY	$33.84 - $38.03 $7,072 - $7,948	209 Added 0.67%	31,398 $1.18 Million
Q3 2019 Oct 31, 2019	BUY	$34.28 - $35.36 $126,561 - $130,549	3,692 Added 13.43%	31,189 $1.07 Million
Q2 2019 Aug 06, 2019	BUY	N/A	2,791 Added 11.3%	27,497 $984,000
Q1 2019 May 08, 2019	BUY	N/A	675 Added 2.81%	24,706 $884,000
Q4 2018 Mar 01, 2019	SELL	N/A	-14,145 Reduced 37.05%	24,031 $778,000
Q3 2018 Feb 28, 2019	BUY	N/A	8,635 Added 29.23%	38,176 $1.33 Million
Q2 2018 Feb 28, 2019	BUY	N/A	3,403 Added 13.02%	29,541 $1.04 Million
Q1 2018 Feb 28, 2019	BUY	N/A	26,138 New	26,138 $1.03 Million

Others Institutions Holding SPEM

# of Institutions

930

Shares Held

212M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Pinnacle Wealth Planning Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History