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Spdr S&p 500 Etf shares owned by Peak Wealth Management

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

Historical chart of Peak Wealth 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 1.5k 681.92

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Jpmorgan Chase & Co
Belvedere Trading
Goldman Sachs Group
Old Mission Capital
BlackRock
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Wolverine Trading
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf