Peak Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Peak Financial Advisors LLC holds 9,869 shares of SPLG stock, worth $691,323. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,869
Previous 11,954 17.44%
Holding current value
$691,323
Previous $765,000 12.94%
% of portfolio
0.42%
Previous 0.55%

Shares

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

Oct 09, 2024
SELL
$60.84 - $67.51 $126,851 - $140,758
-2,085 Reduced 17.44%
9,869 $666,000
Q2 2024

Jul 12, 2024
BUY
$58.24 - $64.51 $100,522 - $111,344
1,726 Added 16.88%
11,954 $765,000
Q1 2024

Apr 12, 2024
SELL
$54.97 - $61.53 $182,830 - $204,648
-3,326 Reduced 24.54%
10,228 $629,000
Q4 2023

Jan 10, 2024
BUY
$48.29 - $56.08 $255,502 - $296,719
5,291 Added 64.03%
13,554 $757,000
Q3 2023

Oct 10, 2023
SELL
$50.09 - $53.81 $130,584 - $140,282
-2,607 Reduced 23.98%
8,263 $415,000
Q2 2023

Jul 10, 2023
BUY
$47.56 - $52.11 $68,296 - $74,829
1,436 Added 15.22%
10,870 $566,000
Q1 2023

Apr 18, 2023
BUY
$44.61 - $48.99 $52,372 - $57,514
1,174 Added 14.21%
9,434 $454,000
Q4 2022

Jan 12, 2023
BUY
$41.93 - $47.9 $86,878 - $99,248
2,072 Added 33.48%
8,260 $372 Million
Q3 2022

Oct 26, 2022
SELL
$41.99 - $50.54 $5,206 - $6,266
-124 Reduced 1.96%
6,188 $260,000
Q2 2022

Jul 14, 2022
BUY
$43.16 - $53.73 $17,091 - $21,277
396 Added 6.69%
6,312 $280,000
Q1 2022

Apr 22, 2022
SELL
$48.98 - $56.19 $180,785 - $207,397
-3,691 Reduced 38.42%
5,916 $314,000
Q4 2021

Jan 19, 2022
BUY
$50.43 - $56.16 $224,060 - $249,518
4,443 Added 86.04%
9,607 $536,000
Q3 2021

Oct 12, 2021
BUY
$49.95 - $53.29 $257,941 - $275,189
5,164 New
5,164 $261,000

Others Institutions Holding SPLG

# of Institutions
1,143
Shares Held
480M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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