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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Peak Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
7,729
Value
$5.77M
% of portfolio
1.3%
Quarters held
20
Since Q1 2021
Holdings of SPY by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,729$5.77M1.3%+235+3.1%AddedHolders
Q1 20267,494$4.87M1.4%−19−0.3%ReducedHolders
Q4 20257,513$5.12M1.4%+4,363+138.5%AddedHolders
Q3 20253,150$2.10M1.1%−9−0.3%ReducedHolders
Q2 20253,159$1.95M1.2%−4,862−60.6%ReducedHolders
Q1 20258,021$4.49M1.9%+235+3.0%AddedHolders
Q4 20247,786$4.56M1.9%−167−2.1%ReducedHolders
Q3 20247,953$4.56M2.0%+10.0%AddedHolders
Q2 20247,952$4.33M2.1%+1,249+18.6%AddedHolders
Q1 20246,703$3.51M2.2%+40+0.6%AddedHolders
Q4 20236,663$3.17M2.3%+50+0.8%AddedHolders
Q3 20236,613$2.83M2.2%+147+2.3%AddedHolders
Q2 20236,466$2.87M2.1%+108+1.7%AddedHolders
Q1 20236,358$2.60M2.1%−362−5.4%ReducedHolders
Q4 20226,720$2.57M2.3%−634−8.6%ReducedHolders
Q3 20227,354$2.63M2.4%+283+4.0%AddedHolders
Q2 20227,071$2.67M2.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20217,110$3.38M2.5%−6−0.1%ReducedHolders
Q3 20217,116$3.05M2.6%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20217,255$2.88M2.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.