Peak Retirement Planning, Inc. Spdr S&P 500 ETF Trust Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 789 shares of SPY stock, worth $525,213. This represents 0.15% of its overall portfolio holdings.

Number of Shares
789
Previous 600 31.5%
Holding current value
$525,213
Previous $370 Million 41.88%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 04, 2025
BUY
$617.65 - $666.84 $116,735 - $126,032
189 Added 31.5%
789 $526 Million
Q2 2025

Nov 04, 2025
BUY
$496.48 - $617.85 $297,888 - $370,710
600 New
600 $370 Million

Others Institutions Holding SPY

# of Institutions
5,287
Shares Held
556M
Call Options Held
339M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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