Peak Financial Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

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 243,718 shares of SPEM stock, worth $9.77 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

243,718

Previous 236,721 2.96%

Holding current value

$9.77 Million

Previous $9.77 Million 4.3%

% of portfolio

2.83%

Previous 2.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$38.37 - $42.82 $268,474 - $299,611	6,997 Added 2.96%	243,718 $9.35 Million
Q3 2024 Oct 15, 2024	BUY	$36.02 - $41.68 $136,155 - $157,550	3,780 Added 1.62%	236,721 $9.77 Million
Q2 2024 Jul 22, 2024	BUY	$35.3 - $38.79 $208,658 - $229,287	5,911 Added 2.6%	232,941 $8.77 Million
Q1 2024 Apr 22, 2024	BUY	$33.69 - $36.47 $266,218 - $288,185	7,902 Added 3.61%	227,030 $8.22 Million
Q4 2023 Jan 18, 2024	BUY	$32.26 - $35.46 $293,017 - $322,083	9,083 Added 4.32%	219,128 $7.76 Million
Q3 2023 Oct 24, 2023	BUY	$33.36 - $36.37 $5.16 Million - $5.63 Million	154,707 Added 279.57%	210,045 $7.05 Million
Q2 2023 Jul 26, 2023	BUY	$33.2 - $35.75 $1.84 Million - $1.98 Million	55,338 New	55,338 $1.9 Million

Others Institutions Holding SPEM

# of Institutions

879

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Peak Financial Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History