Peak Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,308	Closed	-$355K	–	88
2024 Q3	$355K	Buy	+2,308	New	+$350K	0.18%	68
2024 Q2	–	Sell	-4,915	Closed	-$726K	–	89
2024 Q1	$726K	Buy	+4,915	New	+$705K	0.44%	41
2023 Q1	–	Sell	-21,585	Closed	-$2.93M	–	78
2022 Q4	$2.93M	Buy	+21,585	New	+$2.86M	2.67%	11
2021 Q4	–	Sell	-20,100	Closed	-$2.56M	–	93
2021 Q3	$2.56M	Buy	+20,100	New	+$2.66M	2.25%	14

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Peak Financial Advisors's XLV Position: Q4 2024 in Review

Peak Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 2,308 shares — an estimated $355K sold.

Peak Financial Advisors first reported a position in XLV in Q3 2021 and held it in 4 quarters. The position peaked at $2.93M in Q4 2022. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Peak Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Peak Financial Advisors sold 2,308 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $355K.
Peak Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
Peak Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.93M in Q4 2022.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Peak Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.