Peak Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Peak Asset Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+3,943	New	+$205K	0.03%	175
2026 Q1	–	Sell	-3,942	Closed	-$216K	–	158
2025 Q4	$216K	Buy	3,942 +1	+0%	+$53	0.04%	149
2025 Q3	$212K	Hold	3,941	–	–	0.04%	141
2025 Q2	$206K	Buy	+3,941	New	+$195K	0.04%	144
2025 Q1	–	Sell	-24,398	Closed	-$1.18M	–	154
2024 Q4	$1.18M	Hold	24,398	–	–	0.22%	69
2024 Q3	$1.11M	Buy	24,398 +7	+0%	+$305	0.21%	71
2024 Q2	$1M	Buy	24,391 +1	+0%	+$41	0.2%	73
2024 Q1	$1.03M	Buy	24,390 +78	+0.3%	+$3.08K	0.2%	73
2023 Q4	$914K	Buy	24,312 +7	+0%	+$242	0.2%	75
2023 Q3	$806K	Hold	24,305	–	–	0.19%	79
2023 Q2	$819K	Sell	24,305 -2,195	-8%	-$71.6K	0.19%	79
2023 Q1	$852K	Hold	26,500	–	–	0.21%	76
2022 Q4	$906K	Hold	26,500	–	–	0.24%	70
2022 Q3	$805K	Sell	26,500 -17,000	-39%	-$562K	0.23%	71
2022 Q2	$1.37M	Buy	+43,500	New	+$1.5M	0.37%	53
2017 Q4	–	Sell	-9,550	Closed	-$247K	–	145
2017 Q3	$247K	Hold	9,550	–	–	0.09%	122
2017 Q2	$236K	Hold	9,550	–	–	0.09%	127
2017 Q1	$227K	Hold	9,550	–	–	0.09%	133
2016 Q4	$222K	Buy	+9,550	New	+$205K	0.09%	134
2016 Q3	–	Sell	-17,656	Closed	-$354K	–	144
2016 Q2	$354K	Sell	17,656 -160	-0.9%	-$3.24K	0.16%	95
2016 Q1	$352K	Hold	17,816	–	–	0.17%	90
2015 Q4	$373K	Sell	17,816 -1,906	-10%	-$40.1K	0.18%	81
2015 Q3	$392K	Sell	19,722 -10,153	-34%	-$215K	0.21%	70
2015 Q2	$639K	Buy	29,875 +6,180	+26%	+$133K	0.34%	56
2015 Q1	$502K	Sell	23,695 -513	-2%	-$10.9K	0.25%	67
2014 Q4	$526K	Buy	+24,208	New	+$507K	0.28%	64

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Asset Management's XLF Position: Q2 2026 in Review

Peak Asset Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,943 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings. This is a return to the name: Peak Asset Management previously reported a position in XLF as recently as Q4 2025.

Peak Asset Management first reported a position in XLF in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.37M in Q2 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Peak Asset Management held 3,943 shares of State Street Financial Select Sector SPDR ETF worth $211K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Peak Asset Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Peak Asset Management's portfolio in Q2 2026, its #175 holding.
Peak Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 26 quarters since.
Peak Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.37M in Q2 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.