Peak Financial Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peak Financial Management, Inc. holds 259,181 shares of SPEM stock, worth $12.3 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
259,181
Previous 253,600
2.2%
Holding current value
$12.3 Million
Previous $10.8 Million
11.94%
% of portfolio
3.38%
Previous 3.2%
Shares
10 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio