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

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

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 371,448 shares of SPGM stock, worth $28.2 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
371,448
Previous 373,490 0.55%
Holding current value
$28.2 Million
Previous $25.8 Million 7.96%
% of portfolio
7.75%
Previous 7.62%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$68.95 - $75.02 $140,795 - $153,190
-2,042 Reduced 0.55%
371,448 $27.8 Million
Q2 2025

Jul 23, 2025
BUY
$55.5 - $69.0 $67,044 - $83,352
1,208 Added 0.32%
373,490 $25.8 Million
Q1 2025

May 12, 2025
SELL
$61.91 - $66.79 $212,041 - $228,755
-3,425 Reduced 0.91%
372,282 $23.2 Million
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
162
Shares Held
9.66M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
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More about SPGM
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