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Peak Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Peak Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+269
New +$195K 0.08% 77

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Peak Financial Advisors's SPY Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 269 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings.

1,047 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Peak Financial Advisors held 269 shares of State Street SPDR S&P 500 ETF Trust worth $201K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Peak Financial Advisors position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Peak Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.