Spdr S&p 500 Etf shares owned by Peak Planning Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.9M | 7.5k | 650.38 |
| 2025-09-30 | $2.1M | 3.2k | 666.15 |
| 2024-12-31 | $4.6M | 7.8k | 586.09 |
| 2024-06-30 | $4.3M | 8.0k | 544.22 |
| 2024-03-31 | $3.5M | 6.7k | 523.10 |
| 2023-12-31 | $3.2M | 6.7k | 475.25 |
| 2023-09-30 | $2.8M | 6.6k | 427.48 |
| 2023-06-30 | $2.9M | 6.5k | 443.24 |
| 2023-03-31 | $2.6M | 6.4k | 409.40 |
| 2022-12-31 | $2.6M | 6.7k | 382.45 |
| 2022-09-30 | $2.6M | 7.4k | 357.19 |
| 2022-06-30 | $2.7M | 7.1k | 377.23 |
| 2021-12-31 | $3.4M | 7.1k | 475.01 |
| 2021-09-30 | $3.1M | 7.1k | 429.12 |
| 2020-12-31 | $2.7M | 7.2k | 373.90 |
| 2020-09-30 | $2.5M | 7.4k | 334.87 |