Pinnacle Wealth Planning Services, Inc. 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 Portfolio stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 170,783 shares of SPYG stock, worth $15.3 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

170,783

Previous 171,251 0.27%

Holding current value

$15.3 Million

Previous $15.1 Million 8.82%

% of portfolio

2.1%

Previous 2.3%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$80.05 - $92.39 $37,463 - $43,238	-468 Reduced 0.27%	170,783 $13.7 Million
Q4 2024 Feb 06, 2025	BUY	$81.74 - $91.38 $161,191 - $180,201	1,972 Added 1.16%	171,251 $15.1 Million
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $420,834 - $482,313	-5,735 Reduced 3.28%	169,279 $14 Million
Q2 2024 Aug 09, 2024	SELL	$68.71 - $80.95 $163,942 - $193,146	-2,386 Reduced 1.34%	175,014 $14 Million
Q1 2024 May 09, 2024	BUY	$63.12 - $73.73 $21,271 - $24,847	337 Added 0.19%	177,400 $13 Million
Q4 2023 Feb 07, 2024	BUY	$57.02 - $65.3 $44,247 - $50,672	776 Added 0.44%	177,063 $11.5 Million
Q3 2023 Nov 07, 2023	SELL	$58.97 - $62.89 $139,523 - $148,797	-2,366 Reduced 1.32%	176,287 $10.5 Million
Q2 2023 Aug 07, 2023	SELL	$54.76 - $61.01 $4.16 Million - $4.64 Million	-76,018 Reduced 29.85%	178,653 $10.9 Million
Q1 2023 May 03, 2023	BUY	$49.61 - $55.36 $1.89 Million - $2.11 Million	38,150 Added 17.62%	254,671 $14.1 Million
Q4 2022 Feb 13, 2023	BUY	$49.14 - $55.07 $4.06 Million - $4.55 Million	82,646 Added 61.73%	216,521 $11 Million
Q3 2022 Nov 09, 2022	BUY	$50.1 - $61.86 $267,734 - $330,579	5,344 Added 4.16%	133,875 $6.71 Million
Q2 2022 Aug 03, 2022	SELL	$50.47 - $67.39 $312,106 - $416,739	-6,184 Reduced 4.59%	128,531 $6.72 Million
Q1 2022 Apr 20, 2022	SELL	$59.17 - $73.03 $136,031 - $167,895	-2,299 Reduced 1.68%	134,715 $8.92 Million
Q4 2021 Jan 21, 2022	SELL	$63.39 - $73.48 $1.07 Million - $1.24 Million	-16,817 Reduced 10.93%	137,014 $9.93 Million
Q3 2021 Oct 29, 2021	BUY	$63.23 - $68.45 $93,453 - $101,169	1,478 Added 0.97%	153,831 $8.85 Million
Q2 2021 Aug 02, 2021	BUY	$57.17 - $63.06 $244,230 - $269,392	4,272 Added 2.88%	152,353 $8.61 Million
Q1 2021 Apr 29, 2021	SELL	$53.23 - $58.3 $2.11 Million - $2.31 Million	-39,583 Reduced 21.09%	148,081 $7.56 Million
Q4 2020 Feb 12, 2021	BUY	$48.59 - $55.29 $98,248 - $111,796	2,022 Added 1.09%	187,664 $9.62 Million
Q3 2020 Nov 03, 2020	SELL	$45.36 - $54.05 $1.52 Million - $1.82 Million	-33,584 Reduced 15.32%	185,642 $8.68 Million
Q2 2020 Jul 27, 2020	SELL	$34.16 - $45.45 $379,995 - $505,585	-11,124 Reduced 4.83%	219,226 $8.92 Million
Q1 2020 May 11, 2020	BUY	$31.23 - $45.63 $1.8 Million - $2.63 Million	57,538 Added 33.3%	230,350 $7.96 Million
Q4 2019 Feb 07, 2020	SELL	$37.77 - $42.13 $1.49 Million - $1.67 Million	-39,569 Reduced 18.63%	172,812 $7.24 Million
Q3 2019 Oct 31, 2019	BUY	$38.67 - $39.55 $1.08 Million - $1.1 Million	27,877 Added 15.11%	212,381 $7.26 Million
Q2 2019 Aug 06, 2019	BUY	N/A	3,995 Added 2.21%	184,504 $7.15 Million
Q1 2019 May 08, 2019	BUY	N/A	2,403 Added 1.35%	180,509 $6.72 Million
Q4 2018 Mar 01, 2019	BUY	N/A	132,864 Added 293.67%	178,106 $5.79 Million
Q3 2018 Feb 28, 2019	BUY	N/A	2,644 Added 6.21%	45,242 $1.73 Million
Q2 2018 Feb 28, 2019	BUY	N/A	1,462 Added 3.55%	42,598 $1.5 Million
Q1 2018 Feb 28, 2019	BUY	N/A	33,708 Added 453.8%	41,136 $1.38 Million
Q4 2017 Feb 12, 2018	BUY	N/A	7,428	7,428 $245,000

Others Institutions Holding SPYG

# of Institutions

1,227

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

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Pinnacle Wealth Planning Services, Inc. Spdr Portfolio Transaction History