SPDR SERIES TRUST

Ticker: BWX CUSIP: 78464A516 Class: BLOOMBERG INTL T

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

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

Q4 2024
Shares 235,931 Value ($000) $5,047 Avg Close — Range —
Q3 2024
Shares 254,004 Value ($000) $5,934 Avg Close — Range —
Q2 2024
Shares 252,021 Value ($000) $5,401 Avg Close — Range —
Q1 2024
Shares 263,939 Value ($000) $5,870 Avg Close — Range —
Q4 2023
Shares 265,951 Value ($000) $6,165 Avg Close — Range —
Q3 2023
Shares 277,514 Value ($000) $5,894 Avg Close — Range —
Q2 2023
Shares 266,971 Value ($000) $6,020 Avg Close — Range —
Q1 2023
Shares 262,004 Value ($000) $6,058 Avg Close — Range —
Q4 2022
Shares 262,273 Value ($000) $5,883 Avg Close — Range —
Q3 2022
Shares 257,292 Value ($000) $5,359 Avg Close — Range —
Q2 2022
Shares 251,351 Value ($000) $5,821 Avg Close — Range —
Q1 2022
Shares 248,858 Value ($000) $6,478 Avg Close — Range —
Q4 2021
Shares 234,041 Value ($000) $6,616 Avg Close — Range —
Q3 2021
Shares 232,263 Value ($000) $6,673 Avg Close — Range —
Q2 2021
Shares 219,933 Value ($000) $6,455 Avg Close — Range —
Q1 2021
Shares 210,259 Value ($000) $6,127 Avg Close — Range —
Q4 2020
Shares 204,055 Value ($000) $6,373 Avg Close — Range —
Q3 2020
Shares 192,611 Value ($000) $5,715 Avg Close — Range —
Q2 2020
Shares 187,149 Value ($000) $5,410 Avg Close — Range —
Q1 2020
Shares 192,910 Value ($000) $5,363 Avg Close — Range —
Q4 2019
Shares 191,980 Value ($000) $5,531 Avg Close — Range —
Q3 2019
Shares 192,625 Value ($000) $5,528 Avg Close — Range —
Q2 2019
Shares 189,637 Value ($000) $5,484 Avg Close — Range —
Q1 2019
Shares 185,750 Value ($000) $5,181 Avg Close — Range —
Q4 2018
Shares 198,660 Value ($000) $5,485 Avg Close — Range —
Q3 2018
Shares 199,707 Value ($000) $5,468 Avg Close — Range —