Peak Financial Management, Inc.

Position in SPGM — State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF

CIK 1669662 WELLESLEY, MA

All Filings in SPGM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SPGM	$27,590,768	364,427	-1.4%	Shares	Sole	2026-04-28
2025-12-31 SPGM	$28,359,840	369,702	-0.5%	Shares	Sole	2026-01-23
2025-09-30 SPGM	$27,821,455	371,448	-0.5%	Shares	Sole	2025-10-09
2025-06-30 SPGM	$25,770,810	373,490	+0.3%	Shares	Sole	2025-07-23
2025-03-31 SPGM	$23,237,842	372,282	-0.9%	Shares	Sole	2025-05-13
2024-12-31 SPGM	$23,793,524	375,707	-0.2%	Shares	Sole	2025-01-22
2024-09-30 SPGM	$24,376,254	376,351	+0.2%	Shares	Sole	2024-10-15
2024-06-30 SPGM	$22,821,795	375,482	+0.6%	Shares	Sole	2024-07-23
2024-03-31 SPGM	$22,273,053	373,208	+0.8%	Shares	Sole	2024-04-23
2023-12-31 SPGM	$20,489,026	370,239	-2.2%	Shares	Sole	2024-01-18
2023-09-30 SPGM	$19,108,647	378,464	+2.2%	Shares	Sole	2023-10-25
2023-06-30 SPGM	$19,383,961	370,347	-0.8%	Shares	Sole	2023-07-27
2023-03-31 SPGM	$18,612,581	373,222	+0.3%	Shares	Sole	2023-04-25
2022-12-31 SPGM	$17,355,266	372,191	-0.3%	Shares	Sole	2023-01-30
2022-09-30 SPGM	$15,972,725	373,369	+1.0%	Shares	Sole	2022-10-28
2022-06-30 SPGM	$17,009,880	369,780	+1.1%	Shares	Sole	2022-07-29
2022-03-31 SPGM	$20,033,674	365,578	+1.5%	Shares	Sole	2022-04-20
2021-12-31 SPGM	$20,828,357	360,103	-1.5%	Shares	Sole	2022-01-27
2021-09-30 SPGM	$20,021,319	365,753	+0.3%	Shares	Sole	2021-10-19
2021-06-30 SPGM	$20,253,307	364,793	+0.8%	Shares	Sole	2021-08-04
2021-03-31 SPGM	$18,942,009	361,834	-0.6%	Shares	Sole	2021-04-29
2020-12-31 SPGM	$17,735,408	364,102	+2.3%	Shares	Sole	2021-01-26
2020-09-30 SPGM	$15,411,185	356,081	+2.0%	Shares	Sole	2020-10-19
2020-06-30 SPGM	$13,901,506	349,021	-6.2%	Shares	Sole	2020-08-06
2020-03-31 SPGM	$12,518,296	372,236	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.