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

Peak Financial Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,516	Closed	-$783K	–	88
2024 Q1	$783K	Sell	7,516 -350	-4%	-$35.4K	0.48%	39
2023 Q4	$757K	Sell	7,866 -3,326	-30%	-$296K	0.51%	40
2023 Q3	$917K	Buy	11,192 +7,844	+234%	+$673K	0.99%	19
2023 Q2	$291K	Buy	3,348 +58	+2%	+$4.57K	0.23%	57
2023 Q1	$248K	Buy	+3,290	New	+$226K	0.21%	51
2022 Q1	–	Sell	-5,146	Closed	-$447K	–	111
2021 Q4	$447K	Buy	+5,146	New	+$424K	0.34%	51

Other funds holding XLK

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

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

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Peak Financial Advisors's XLK Position: Q2 2024 in Review

Peak Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 7,516 shares — an estimated $783K sold.

Peak Financial Advisors first reported a position in XLK in Q4 2021 and held it in 6 quarters. The position peaked at $917K in Q3 2023. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Peak Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Peak Financial Advisors sold 7,516 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $783K.
Peak Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Peak Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $917K in Q3 2023.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.