Peak Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
12,265
-4,672
| -28% | -$245K | 0.33% | 41 |
|
|
2025
Q1 | $844K | Buy |
16,937
+80
| +0.5% | +$3.99K | 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% | -$37.6K | 0.39% | 43 |
|
|
2024
Q2 | $730K | Buy |
+17,755
| New | +$730K | 0.42% | 43 |
|
|
2021
Q2 | – | Sell |
-44,192
| Closed | -$1.51M | – | 83 |
|
|
2021
Q1 | $1.51M | Buy |
+44,192
| New | +$1.51M | 1.27% | 28 |
|