Peak Financial Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$271K	Sell
2024 Q4	$284K	Buy
2022 Q1	–	Sell
2021 Q4	$2.65M	Buy
2021 Q3	$2.12M	Sell
2021 Q2	$2.12M	Buy