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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peak Financial Advisors's XLC Position: Q3 2025 in Review

Peak Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 5,570 shares — an estimated $605K sold.

Peak Financial Advisors first reported a position in XLC in Q2 2023 and held it in 9 quarters. The position peaked at $2.01M in Q2 2023. 1,138 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Peak Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Peak Financial Advisors sold 5,570 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $605K.
Peak Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 9 quarters.
Peak Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.01M in Q2 2023.
1,138 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.