Pinnacle Wealth Planning Services, Inc. SPSM Holdings History
Pinnacle Wealth Planning Services, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 1.61 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $65.80 Mil. This investment constitutes 9.89% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.61% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 22 purchases of SPSM, at an average price of $38.29, for a total of 1.73 Mil shares. In addition, there have been 6 sales at an average price of $34.96 for 110,742.00 shares. Based on historical transaction data and SPSM's current price of $43.20, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his SPSM holdings is $7.56 Mil, reflecting a 11.45% gain to date.
Pinnacle Wealth Planning Services, Inc. SPSM ($43.20) Holding Chart
Pinnacle Wealth Planning Services, Inc. SPSM ($43.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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