Peak Asset Management, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Peak Asset Management, LLC

$519 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$33.7 - $39.38 $196,706 - $229,861	5,837 Added 29.22%	25,813 $886,000
Q1 2022 May 12, 2022	BUY	$36.57 - $39.7 $65,167 - $70,745	1,782 Added 9.79%	19,976 $775,000
Q4 2021 Feb 14, 2022	SELL	$37.48 - $39.36 $17,390 - $18,263	-464 Reduced 2.49%	18,194 $707,000
Q3 2021 Nov 12, 2021	BUY	$37.97 - $40.74 $21,415 - $22,977	564 Added 3.12%	18,658 $708,000
Q2 2021 Aug 06, 2021	BUY	$38.39 - $41.14 $65,570 - $70,267	1,708 Added 10.42%	18,094 $713,000
Q1 2021 May 13, 2021	BUY	$36.33 - $38.6 $222,412 - $236,309	6,122 Added 59.65%	16,386 $625,000
Q4 2020 Feb 12, 2021	BUY	$32.49 - $37.03 $32,457 - $36,992	999 Added 10.78%	10,264 $375,000
Q3 2020 Nov 13, 2020	BUY	$33.28 - $35.28 $308,339 - $326,869	9,265 New	9,265 $313,000

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$32.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$27.4 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$12.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.3 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$7.67 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

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