Peak Financial Management, Inc. Spdr Index Shs Fds S Spdr Port Transaction History
Peak Financial Management, Inc.
- $338 Million
- Q2 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 373,490 shares of SPGM stock, worth $26.5 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
373,490
Previous 372,282
0.32%
Holding current value
$26.5 Million
Previous $23.2 Million
10.9%
% of portfolio
7.62%
Previous 7.03%
Shares
33 transactions
Others Institutions Holding SPGM
# of Institutions
150Shares Held
8.42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.63MShares$187 Million0.06% of portfolio
-
Mariner, LLC Overland Park, KS381KShares$27.1 Million0.04% of portfolio
-
Advance Capital Management, Inc. Southfield, MI360KShares$25.6 Million1.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL350KShares$24.8 Million0.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC279KShares$19.8 Million0.03% of portfolio