PEAK FINANCIAL ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 304 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$330,609
+2.5%
14,232
+3.5%
0.19%
-3.1%
Q1 2024$322,552
+42.9%
13,749
+42.4%
0.20%
+29.8%
Q4 2023$225,757
-16.7%
9,656
-20.1%
0.15%
-48.5%
Q3 2023$270,901
-36.8%
12,083
-35.6%
0.29%
-12.8%
Q2 2023$428,34118,7540.34%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,844,100$251,908,44312.64%
Donoghue Forlines LLC 1,496,242$34,757,7029.88%
Kensington Asset Management, LLC 3,779,100$87,788,4939.47%
TOEWS CORP /ADV 2,280,100$52,966,7238.75%
RFG HOLDINGS, INC. 860,975$20,000,4527.61%
Atlas Private Wealth Advisors 1,726,140$40,098,0626.52%
Hilltop Partners LLC 659,735$15,325,6425.65%
HORIZON FINANCIAL SERVICES, LLC 344,594$8,004,9195.06%
Asset Allocation & Management Company, LLC 315,900$7,3384.85%
Strategic Financial Planning, Inc. 261,034$6,063,8214.37%
View complete list of SPDR SER TR shareholders