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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-42,460	Closed	-$1.67M	–	114
2025 Q1	$1.67M	Sell	42,460 -34	-0.1%	-$1.33K	0.85%	39
2024 Q4	$1.61M	Buy	42,494 +272	+0.6%	+$10.8K	0.84%	33
2024 Q3	$1.71M	Buy	42,222 +202	+0.5%	+$7.49K	0.88%	38
2024 Q2	$1.43M	Buy	+42,020	New	+$1.44M	0.82%	39
2022 Q4	–	Sell	-41,938	Closed	-$1.37M	–	78
2022 Q3	$1.37M	Sell	41,938 -68,526	-62%	-$2.51M	1.69%	27
2022 Q2	$3.87M	Sell	110,464 -22,420	-17%	-$812K	3.83%	5
2022 Q1	$4.95M	Buy	+132,884	New	+$4.61M	4.24%	5

Other funds holding XLU

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

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Peak Financial Advisors's XLU Position: Q2 2025 in Review

Peak Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 42,460 shares — an estimated $1.67M sold.

Peak Financial Advisors first reported a position in XLU in Q1 2022 and held it in 7 quarters. The position peaked at $4.95M in Q1 2022. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Peak Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 42,460 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $1.67M.
Peak Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 7 quarters.
Peak Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.95M in Q1 2022.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.