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

Peak Financial Advisors’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 Q1	–	Sell	-35,038	Closed	-$1.92M	–	99
2025 Q4	$1.92M	Buy	35,038 +8,485	+32%	+$452K	0.86%	36
2025 Q3	$1.43M	Buy	26,553 +14,288	+116%	+$757K	0.69%	36
2025 Q2	$642K	Sell	12,265 -4,672	-28%	-$231K	0.33%	41
2025 Q1	$844K	Buy	16,937 +80	+0.5%	+$4.01K	0.43%	45
2024 Q4	$815K	Sell	16,857 -69	-0.4%	-$3.34K	0.42%	46
2024 Q3	$767K	Sell	16,926 -829	-5%	-$36.2K	0.39%	43
2024 Q2	$730K	Buy	+17,755	New	+$731K	0.42%	43
2021 Q2	–	Sell	-44,192	Closed	-$1.5M	–	83
2021 Q1	$1.5M	Buy	+44,192	New	+$1.42M	1.27%	28

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peak Financial Advisors's XLF Position: Q1 2026 in Review

Peak Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 35,038 shares — an estimated $1.92M sold.

Peak Financial Advisors first reported a position in XLF in Q1 2021 and held it in 8 quarters. The position peaked at $1.92M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Peak Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Peak Financial Advisors sold 35,038 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.92M.
Peak Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
Peak Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.92M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.