Peak Financial Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Peak Financial Advisors LLC

$153 Million
Q4 2025

A detailed history of Peak Financial Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Peak Financial Advisors LLC holds 16,720 shares of SPAB stock, worth $431,208. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,720

Previous 10,824 54.47%

Holding current value

$431,208

Previous $279,000 54.48%

% of portfolio

0.28%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$25.75 - $26.12 $151,822 - $154,003	5,896 Added 54.47%	16,720 $431,000
Q3 2025 Oct 08, 2025	BUY	$25.21 - $25.99 $38,470 - $39,660	1,526 Added 16.41%	10,824 $279,000
Q2 2025 Jul 07, 2025	BUY	$24.98 - $25.66 $232,264 - $238,586	9,298 New	9,298 $238,000
Q4 2024 Jan 14, 2025	BUY	$24.94 - $26.14 $76,116 - $79,779	3,052 Added 37.55%	11,180 $279,000
Q3 2024 Oct 09, 2024	SELL	$24.86 - $26.33 $81,714 - $86,546	-3,287 Reduced 28.8%	8,128 $212,000

Q2 2024 Jul 12, 2024	BUY	$24.54 - $25.28 $280,124 - $288,571	11,415 New	11,415 $286,000
Q3 2023 Oct 10, 2023	SELL	$24.28 - $25.47 $173,966 - $182,492	-7,165 Reduced 45.13%	8,712 $212,000
Q2 2023 Jul 10, 2023	BUY	$25.22 - $26.01 $400,417 - $412,960	15,877 New	15,877 $402,000
Q4 2022 Jan 12, 2023	BUY	$24.25 - $25.85 $2.63 Million - $2.81 Million	108,644 Added 52.88%	314,100 $7.89 Billion
Q3 2022 Oct 26, 2022	BUY	$24.75 - $27.0 $1.49 Million - $1.62 Million	60,098 Added 41.34%	205,456 $5.13 Million
Q2 2022 Jul 14, 2022	SELL	$25.67 - $27.71 $1.48 Million - $1.6 Million	-57,698 Reduced 28.41%	145,358 $3.83 Million
Q1 2022 Apr 22, 2022	BUY	$27.54 - $29.46 $169,315 - $181,120	6,148 Added 3.12%	203,056 $5.64 Million
Q4 2021 Jan 19, 2022	BUY	$29.5 - $29.98 $5.81 Million - $5.9 Million	196,908 New	196,908 $5.83 Million

Others Institutions Holding SPAB

# of Institutions

551

Shares Held

279M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Peak Financial Advisors LLC Spdr Portfolio Aggregate Bond Transaction History