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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.67M	Sell
2024 Q4	$1.61M	Buy
2024 Q3	$1.71M	Buy
2024 Q2	$1.43M	Buy
2022 Q4	–	Sell
2022 Q3	$1.37M	Sell
2022 Q2	$3.87M	Sell
2022 Q1	$4.95M	Buy