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 $26.2 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
373,490
Previous 372,282
0.32%
Holding current value
$26.2 Million
Previous $23.2 Million
10.9%
% of portfolio
7.62%
Previous 7.03%
Shares
33 transactions
Others Institutions Holding SPGM
# of Institutions
144Shares Held
9.45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.35MShares$165 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.38MShares$96.5 Million0.74% of portfolio
-
Mariner, LLC Overland Park, KS431KShares$30.3 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY420KShares$29.5 Million0.01% of portfolio
-
Advance Capital Management, Inc. Southfield, MI360KShares$25.2 Million1.51% of portfolio