Peak Financial Management, Inc. Spdr Index Shs Fds S Spdr Port Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Peak Financial Management, Inc. holds 375,707 shares of SPGM stock, worth $23.5 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares

375,707

Previous 376,351 0.17%

Holding current value

$23.5 Million

Previous $24.4 Million 2.39%

% of portfolio

7.2%

Previous 7.25%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$63.23 - $66.65 $40,720 - $42,922	-644 Reduced 0.17%	375,707 $23.8 Million
Q3 2024 Oct 15, 2024	BUY	$57.85 - $64.92 $50,271 - $56,415	869 Added 0.23%	376,351 $24.4 Million
Q2 2024 Jul 22, 2024	BUY	$56.67 - $60.99 $128,867 - $138,691	2,274 Added 0.61%	375,482 $22.8 Million
Q1 2024 Apr 22, 2024	BUY	$54.21 - $59.68 $160,949 - $177,189	2,969 Added 0.8%	373,208 $22.3 Million
Q4 2023 Jan 18, 2024	SELL	$48.07 - $55.48 $395,375 - $456,323	-8,225 Reduced 2.17%	370,239 $20.5 Million
Q3 2023 Oct 24, 2023	BUY	$50.1 - $54.28 $406,661 - $440,590	8,117 Added 2.19%	378,464 $19.1 Million
Q2 2023 Jul 26, 2023	SELL	$49.47 - $52.62 $142,226 - $151,282	-2,875 Reduced 0.77%	370,347 $19.4 Million
Q1 2023 Apr 24, 2023	BUY	$46.63 - $51.08 $48,075 - $52,663	1,031 Added 0.28%	373,222 $18.6 Million
Q4 2022 Jan 27, 2023	SELL	$42.72 - $49.46 $50,324 - $58,263	-1,178 Reduced 0.32%	372,191 $17.4 Million
Q3 2022 Oct 28, 2022	BUY	$42.78 - $50.95 $153,537 - $182,859	3,589 Added 0.97%	373,369 $16 Million
Q2 2022 Jul 29, 2022	BUY	$44.97 - $55.51 $188,963 - $233,253	4,202 Added 1.15%	369,780 $17 Million
Q1 2022 Apr 20, 2022	BUY	$50.64 - $58.29 $277,254 - $319,137	5,475 Added 1.52%	365,578 $20 Million
Q4 2021 Jan 27, 2022	SELL	$54.48 - $58.88 $307,812 - $332,672	-5,650 Reduced 1.54%	360,103 $20.8 Million
Q3 2021 Oct 19, 2021	BUY	$54.18 - $57.66 $52,012 - $55,353	960 Added 0.26%	365,753 $20 Million
Q2 2021 Aug 04, 2021	BUY	$52.95 - $55.77 $156,679 - $165,023	2,959 Added 0.82%	364,793 $20.3 Million
Q1 2021 Apr 29, 2021	SELL	$48.86 - $52.85 $110,814 - $119,863	-2,268 Reduced 0.62%	361,834 $18.9 Million
Q4 2020 Jan 26, 2021	BUY	$42.03 - $49.28 $337,122 - $395,274	8,021 Added 2.25%	364,102 $17.7 Million
Q3 2020 Oct 19, 2020	BUY	$39.86 - $45.37 $281,411 - $320,312	7,060 Added 2.02%	356,081 $15.4 Million
Q2 2020 Aug 06, 2020	SELL	$32.02 - $41.32 $743,344 - $959,243	-23,215 Reduced 6.24%	349,021 $13.9 Million
Q1 2020 Apr 29, 2020	BUY	$29.16 - $44.16 $772,973 - $1.17 Million	26,508 Added 7.67%	372,236 $12.5 Million
Q4 2019 Jan 31, 2020	BUY	$38.77 - $43.22 $52,145 - $58,130	1,345 Added 0.39%	345,728 $14.8 Million
Q3 2019 Oct 29, 2019	BUY	$39.76 - $40.54 $6.94 Million - $7.07 Million	174,501 Added 102.72%	344,383 $13.7 Million
Q2 2019 Aug 01, 2019	BUY	N/A	4,113 Added 2.48%	169,882 $13.6 Million
Q1 2019 May 01, 2019	BUY	N/A	22,455 Added 15.67%	165,769 $12.9 Million
Q4 2018 Jan 30, 2019	BUY	N/A	17,130 Added 13.58%	143,314 $9.98 Million
Q3 2018 Nov 06, 2018	BUY	N/A	32,819 Added 35.15%	126,184 $10.2 Million
Q2 2018 Jul 19, 2018	BUY	N/A	36,846 Added 65.19%	93,365 $7.21 Million
Q1 2018 May 08, 2018	BUY	N/A	50,960 Added 916.71%	56,519 $4.42 Million
Q4 2017 Feb 08, 2018	BUY	N/A	215 Added 4.02%	5,559 $438,000
Q3 2017 Oct 30, 2017	BUY	N/A	69 Added 1.31%	5,344 $403,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,275	5,275 $379,000

Others Institutions Holding SPGM

# of Institutions

143

Shares Held

10.2M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Peak Financial Management, Inc. Spdr Index Shs Fds S Spdr Port Transaction History