Peak Financial Management, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Peak Financial Management, Inc. holds 41,290 shares of TOTL stock, worth $1.64 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

41,290

Previous 41,527 0.57%

Holding current value

$1.64 Million

Previous $1.65 Million 3.64%

% of portfolio

0.51%

Previous 0.53%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$39.37 - $41.68 $9,330 - $9,878	-237 Reduced 0.57%	41,290 $1.71 Million
Q2 2024 Jul 22, 2024	BUY	$38.37 - $39.99 $401,849 - $418,815	10,473 Added 33.73%	41,527 $1.65 Million
Q1 2024 Apr 22, 2024	BUY	$39.46 - $40.35 $58,282 - $59,596	1,477 Added 4.99%	31,054 $1.24 Million
Q4 2023 Jan 18, 2024	BUY	$37.52 - $40.38 $1.11 Million - $1.19 Million	29,577 New	29,577 $1.19 Million
Q2 2023 Jul 26, 2023	BUY	$40.21 - $41.35 $188,866 - $194,220	4,697 Added 48.79%	14,323 $580,000
Q1 2023 Apr 24, 2023	SELL	$39.94 - $41.62 $164,353 - $171,266	-4,115 Reduced 29.95%	9,626 $394,000
Q4 2022 Jan 27, 2023	SELL	$39.06 - $41.25 $456,259 - $481,841	-11,681 Reduced 45.95%	13,741 $550,000
Q3 2022 Oct 28, 2022	BUY	$40.06 - $42.94 $134,281 - $143,934	3,352 Added 15.19%	25,422 $1.02 Million
Q2 2022 Jul 29, 2022	SELL	$41.69 - $44.58 $477,058 - $510,128	-11,443 Reduced 34.14%	22,070 $931,000
Q1 2022 Apr 20, 2022	SELL	$44.48 - $47.26 $333,244 - $354,071	-7,492 Reduced 18.27%	33,513 $1.5 Million
Q4 2021 Jan 27, 2022	BUY	$47.29 - $48.28 $640,732 - $654,145	13,549 Added 49.35%	41,005 $1.94 Million
Q3 2021 Oct 19, 2021	SELL	$48.16 - $48.66 $36,071 - $36,446	-749 Reduced 2.66%	27,456 $1.33 Million
Q2 2021 Aug 04, 2021	BUY	$48.18 - $48.51 $770 - $776	16 Added 0.06%	28,205 $1.37 Million
Q1 2021 Apr 29, 2021	SELL	$48.18 - $49.35 $218,978 - $224,295	-4,545 Reduced 13.88%	28,189 $1.36 Million
Q4 2020 Jan 26, 2021	SELL	$49.07 - $49.5 $23,259 - $23,463	-474 Reduced 1.43%	32,734 $1.61 Million
Q3 2020 Oct 19, 2020	BUY	$49.21 - $49.89 $836 - $848	17 Added 0.05%	33,208 $1.64 Million
Q2 2020 Aug 06, 2020	SELL	$47.65 - $49.55 $142,473 - $148,154	-2,990 Reduced 8.26%	33,191 $1.65 Million
Q1 2020 Apr 29, 2020	SELL	$46.68 - $50.35 $1.05 Million - $1.13 Million	-22,457 Reduced 38.3%	36,181 $1.74 Million
Q4 2019 Jan 31, 2020	BUY	$48.68 - $49.5 $1,411 - $1,435	29 Added 0.05%	58,638 $2.87 Million
Q3 2019 Oct 29, 2019	SELL	$48.94 - $49.38 $35,432 - $35,751	-724 Reduced 1.22%	58,609 $2.89 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-1,118 Reduced 1.85%	59,333 $2.91 Million
Q1 2019 May 01, 2019	BUY	N/A	14 Added 0.02%	60,451 $2.92 Million
Q4 2018 Jan 30, 2019	BUY	N/A	60,437 New	60,437 $2.86 Million
Q1 2018 May 08, 2018	SELL	N/A	-16,185 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	16,185	16,185 $787,000

Others Institutions Holding TOTL

# of Institutions

358

Shares Held

65.4M

Call Options Held

Put Options Held

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About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
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Peak Financial Management, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History