Peak Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,834	Closed	-$700K	–	86
2023 Q4	$700K	Buy	+7,834	New	+$649K	0.47%	41
2022 Q1	–	Sell	-22,110	Closed	-$2.26M	–	114
2021 Q4	$2.26M	Buy	+22,110	New	+$2.2M	1.74%	22

Other funds holding XLY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Peak Financial Advisors's XLY Position: Q1 2024 in Review

Peak Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2024, closing a stake of 7,834 shares — an estimated $700K sold.

Peak Financial Advisors first reported a position in XLY in Q4 2021 and held it in 2 quarters. The position peaked at $2.26M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold XLY as of Q1 2024.

Peak Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Peak Financial Advisors sold 7,834 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2024, an estimated $700K.
Peak Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Peak Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.26M in Q4 2021.
1,136 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.