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Peak Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Peak Financial Advisors’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,570
Closed -$605K – 108
2025
Q2 		$605K Buy
5,570
+5
+0.1% +$493 0.31% 43
2025
Q1 		$537K Buy
5,565
+77
+1% +$7.69K 0.27% 54
2024
Q4 		$531K Hold
5,488
– – 0.28% 53
2024
Q3 		$496K Hold
5,488
– – 0.26% 58
2024
Q2 		$470K Hold
5,488
– – 0.27% 51
2024
Q1 		$448K Sell
5,488
-10,409
-65% -$811K 0.27% 51
2023
Q4 		$1.16M Buy
15,897
+7,049
+80% +$485K 0.77% 38
2023
Q3 		$580K Sell
8,848
-22,067
-71% -$1.47M 0.63% 20
2023
Q2 		$2.01M Buy
+30,915
New +$1.88M 1.58% 25

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return