A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,508,177 shares of SPSM stock, worth $71 Million. This represents 9.36% of its overall portfolio holdings.

Number of Shares
1,508,177
Previous 1,473,037 2.39%
Holding current value
$71 Million
Previous $61.2 Million 12.2%
% of portfolio
9.36%
Previous 8.83%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$41.02 - $46.01 $1.44 Million - $1.62 Million
35,140 Added 2.39%
1,508,177 $68.6 Million
Q2 2024

Aug 09, 2024

BUY
$39.75 - $43.15 $2.42 Million - $2.63 Million
60,978 Added 4.32%
1,473,037 $61.2 Million
Q1 2024

May 09, 2024

BUY
$39.85 - $43.04 $1.67 Million - $1.81 Million
41,968 Added 3.06%
1,412,059 $60.8 Million
Q4 2023

Feb 07, 2024

SELL
$34.3 - $42.83 $2.14 Million - $2.67 Million
-62,427 Reduced 4.36%
1,370,091 $57.8 Million
Q3 2023

Nov 07, 2023

BUY
$36.35 - $41.02 $1.14 Million - $1.28 Million
31,298 Added 2.23%
1,432,518 $52.9 Million
Q2 2023

Aug 07, 2023

BUY
$35.57 - $38.94 $5.18 Million - $5.67 Million
145,607 Added 11.6%
1,401,220 $54.4 Million
Q1 2023

May 03, 2023

BUY
$36.04 - $42.08 $539,554 - $629,979
14,971 Added 1.21%
1,255,613 $47.4 Million
Q4 2022

Feb 13, 2023

BUY
$34.79 - $39.85 $14.3 Million - $16.4 Million
410,945 Added 49.53%
1,240,642 $45.9 Million
Q3 2022

Nov 09, 2022

BUY
$33.99 - $41.52 $1.83 Million - $2.24 Million
53,864 Added 6.94%
829,697 $28.3 Million
Q2 2022

Aug 03, 2022

BUY
$34.83 - $42.53 $5.32 Million - $6.49 Million
152,656 Added 24.5%
775,833 $27.9 Million
Q1 2022

Apr 20, 2022

BUY
$39.91 - $45.5 $13 Million - $14.8 Million
325,707 Added 109.49%
623,177 $26.2 Million
Q4 2021

Jan 21, 2022

BUY
$42.23 - $46.94 $3.03 Million - $3.37 Million
71,852 Added 31.85%
297,470 $13.3 Million
Q3 2021

Oct 29, 2021

BUY
$40.71 - $44.23 $517,342 - $562,074
12,708 Added 5.97%
225,618 $9.37 Million
Q2 2021

Aug 02, 2021

BUY
$41.43 - $45.3 $165,844 - $181,335
4,003 Added 1.92%
212,910 $9.11 Million
Q1 2021

Apr 29, 2021

SELL
$35.43 - $44.75 $358,551 - $452,870
-10,120 Reduced 4.62%
208,907 $8.6 Million
Q4 2020

Feb 12, 2021

SELL
$27.77 - $35.98 $31,157 - $40,369
-1,122 Reduced 0.51%
219,027 $7.68 Million
Q3 2020

Nov 03, 2020

SELL
$25.57 - $29.57 $536,535 - $620,467
-20,983 Reduced 8.7%
220,149 $5.93 Million
Q2 2020

Jul 27, 2020

BUY
$19.87 - $29.39 $1.12 Million - $1.65 Million
56,310 Added 30.47%
241,132 $6.32 Million
Q1 2020

May 11, 2020

BUY
$18.96 - $33.37 $537,269 - $945,605
28,337 Added 18.11%
184,822 $3.98 Million
Q4 2019

Feb 07, 2020

SELL
$28.98 - $32.81 $171,967 - $194,694
-5,934 Reduced 3.65%
156,485 $5.11 Million
Q3 2019

Oct 31, 2019

BUY
$29.9 - $31.15 $854,631 - $890,360
28,583 Added 21.36%
162,419 $4.59 Million
Q2 2019

Aug 06, 2019

BUY
N/A
25,954 Added 24.06%
133,836 $4.1 Million
Q1 2019

May 08, 2019

SELL
N/A
-10,156 Reduced 8.6%
107,882 $3.26 Million
Q4 2018

Mar 01, 2019

BUY
N/A
53,610 Added 83.21%
118,038 $3.11 Million
Q3 2018

Feb 28, 2019

BUY
N/A
6,147 Added 10.55%
64,428 $2.14 Million
Q2 2018

Feb 28, 2019

BUY
N/A
5,520 Added 10.46%
58,281 $1.88 Million
Q1 2018

Feb 28, 2019

BUY
N/A
35,525 Added 206.11%
52,761 $1.58 Million
Q4 2017

Feb 12, 2018

BUY
N/A
17,236
17,236 $520,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
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