SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 409 Value ($000) $279 Avg Close Range
Q3 2025
Shares 409 Value ($000) $273 Avg Close Range
Q2 2025
Shares 409 Value ($000) $253 Avg Close Range
Q1 2025
Shares 409 Value ($000) $229 Avg Close Range
Q4 2024
Shares 408 Value ($000) $240 Avg Close Range
Q1 2022
Shares 516 Value ($000) $233 Avg Close Range
Q4 2021
Shares 530 Value ($000) $252 Avg Close Range
Q3 2021
Shares 554 Value ($000) $238 Avg Close Range
Q2 2021
Shares 567 Value ($000) $243 Avg Close Range
Q1 2021
Shares 599 Value ($000) $237 Avg Close Range
Q4 2020
Shares 596 Value ($000) $223 Avg Close Range
Q3 2020
Shares 1,105 Value ($000) $370 Avg Close Range
Q2 2020
Shares 1,117 Value ($000) $344 Avg Close Range
Q1 2020
Shares 1,132 Value ($000) $292 Avg Close Range
Q4 2019
Shares 1,534 Value ($000) $494 Avg Close Range
Q3 2019
Shares 1,571 Value ($000) $466 Avg Close Range
Q2 2019
Shares 1,582 Value ($000) $463 Avg Close Range
Q1 2019
Shares 1,642 Value ($000) $464 Avg Close Range
Q4 2018
Shares 1,642 Value ($000) $410 Avg Close Range
Q3 2018
Shares 1,581 Value ($000) $460 Avg Close Range
Q2 2018
Shares 1,590 Value ($000) $431 Avg Close Range
Q3 2016
Shares 967 Value ($000) $209 Avg Close Range
Q2 2016
Shares 967 Value ($000) $203 Avg Close Range