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

Peak Financial Management’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 Q1	$249K	Sell	382 -27	-7%	-$18.4K	0.06%	85
2025 Q4	$279K	Hold	409	–	–	0.07%	78
2025 Q3	$273K	Hold	409	–	–	0.07%	78
2025 Q2	$253K	Hold	409	–	–	0.07%	80
2025 Q1	$229K	Buy	409 +1	+0.2%	+$588	0.07%	82
2024 Q4	$240K	Buy	+408	New	+$240K	0.07%	83
2022 Q2	–	Sell	-516	Closed	-$233K	–	77
2022 Q1	$233K	Sell	516 -14	-3%	-$6.23K	0.08%	67
2021 Q4	$252K	Sell	530 -24	-4%	-$11K	0.08%	66
2021 Q3	$238K	Sell	554 -13	-2%	-$5.73K	0.08%	62
2021 Q2	$243K	Sell	567 -32	-5%	-$13.4K	0.08%	67
2021 Q1	$237K	Buy	599 +3	+0.5%	+$1.16K	0.09%	65
2020 Q4	$223K	Sell	596 -509	-46%	-$181K	0.08%	62
2020 Q3	$370K	Sell	1,105 -12	-1%	-$3.98K	0.16%	43
2020 Q2	$344K	Sell	1,117 -15	-1%	-$4.39K	0.16%	44
2020 Q1	$292K	Sell	1,132 -402	-26%	-$123K	0.15%	45
2019 Q4	$494K	Sell	1,534 -37	-2%	-$11.4K	0.21%	41
2019 Q3	$466K	Sell	1,571 -11	-0.7%	-$3.25K	0.21%	41
2019 Q2	$463K	Sell	1,582 -60	-4%	-$17.3K	0.21%	39
2019 Q1	$464K	Hold	1,642	–	–	0.21%	40
2018 Q4	$410K	Buy	1,642 +61	+4%	+$16.4K	0.2%	42
2018 Q3	$460K	Sell	1,581 -9	-0.6%	-$2.56K	0.21%	36
2018 Q2	$431K	Buy	+1,590	New	+$429K	0.2%	38
2016 Q4	–	Sell	-967	Closed	-$209K	–	44
2016 Q3	$209K	Hold	967	–	–	0.09%	29
2016 Q2	$203K	Buy	+967	New	+$201K	0.09%	31

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peak Financial Management's SPY Position: Q1 2026 in Review

Peak Financial Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.6% in Q1 2026, selling an estimated $18.4K and leaving 382 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #85.

Peak Financial Management first reported a position in SPY in Q2 2016 and has held it in 24 quarters since. The position peaked at $494K in Q4 2019. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Peak Financial Management held 382 shares of State Street SPDR S&P 500 ETF Trust worth $249K as of Q1 2026.
Peak Financial Management sold 27 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $18.4K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Peak Financial Management's portfolio in Q1 2026, its #85 holding.
Peak Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 24 quarters since.
Peak Financial Management's State Street SPDR S&P 500 ETF Trust position peaked at $494K in Q4 2019.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.