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Spdr S&p 500 Etf shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 269 746.77

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)
Ishares Tr Mbs Etf (MBB)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Simplify Exchange Traded Fun Managed Futures (CTA)
Amazon (AMZN)
Ciena Corp Com New (CIEN)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Johnson & Johnson (JNJ)
CenterPoint Energy (CNP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Element Solutions (ESI)
CVS Caremark Corporation (CVS)

View all positions for Peak Financial Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Citadel Advisors
Belvedere Trading
Barclays
Old Mission Capital
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
BlackRock
Alkeon Capital Management
UBS Group
Capstone Investment Advisors
Gallagher Fiduciary Advisors

View all funds holding Spdr S&p 500 Etf