Peak Financial Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Peak Financial Advisors LLC holds 14,864 shares of SPHY stock, worth $353,020. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,864

Previous 15,099 1.56%

Holding current value

$353,020

Previous $363,000 4.13%

% of portfolio

0.22%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$23.29 - $23.93 $5,473 - $5,623	-235 Reduced 1.56%	14,864 $348,000
Q3 2024 Oct 09, 2024	BUY	$23.04 - $24.06 $19,975 - $20,860	867 Added 6.09%	15,099 $363,000
Q2 2024 Jul 12, 2024	BUY	$22.82 - $23.32 $11,022 - $11,263	483 Added 3.51%	14,232 $330,000
Q1 2024 Apr 12, 2024	BUY	$23.14 - $23.52 $94,712 - $96,267	4,093 Added 42.39%	13,749 $322,000
Q4 2023 Jan 10, 2024	SELL	$21.84 - $23.52 $53,005 - $57,083	-2,427 Reduced 20.09%	9,656 $225,000
Q3 2023 Oct 10, 2023	SELL	$22.36 - $23.02 $149,163 - $153,566	-6,671 Reduced 35.57%	12,083 $270,000
Q2 2023 Jul 10, 2023	BUY	$22.39 - $22.94 $419,902 - $430,216	18,754 New	18,754 $428,000

Others Institutions Holding SPHY

# of Institutions

441

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Account

Peak Financial Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History