Spdr S&p 500 Etf shares owned by Peak Financial Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management 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 Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $279k | 409 | 682.95 |
| 2025-09-30 | $273k | 409 | 667.19 |
| 2025-06-30 | $253k | 409 | 618.78 |
| 2025-03-31 | $229k | 409 | 560.23 |
| 2024-12-31 | $240k | 408 | 587.37 |
| 2022-03-31 | $233k | 516 | 451.55 |
| 2021-12-31 | $252k | 530 | 475.47 |
| 2021-09-30 | $238k | 554 | 429.60 |
| 2021-06-30 | $243k | 567 | 428.57 |
| 2021-03-31 | $237k | 599 | 395.66 |
| 2020-12-31 | $223k | 596 | 374.16 |
| 2020-09-30 | $370k | 1.1k | 334.84 |
| 2020-06-30 | $344k | 1.1k | 307.97 |
| 2020-03-31 | $292k | 1.1k | 257.95 |
| 2019-12-31 | $494k | 1.5k | 322.03 |
| 2019-09-30 | $466k | 1.6k | 296.63 |
| 2019-06-30 | $463k | 1.6k | 292.67 |
| 2019-03-31 | $464k | 1.6k | 282.58 |
| 2018-12-31 | $410k | 1.6k | 249.70 |
| 2018-09-30 | $460k | 1.6k | 290.96 |
| 2018-06-30 | $431k | 1.6k | 271.07 |
| 2016-09-30 | $209k | 967 | 216.13 |
| 2016-06-30 | $203k | 967 | 209.93 |
| 2015-12-31 | $201k | 967 | 207.86 |