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

Peak Financial Management, Inc.

$336 Million
Q3 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 376,351 shares of SPGM stock, worth $24 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares

376,351

Previous 375,482 0.23%

Holding current value

$24 Million

Previous $22.8 Million 6.81%

% of portfolio

7.25%

Previous 7.4%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

140

Shares Held

9.76M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

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