Peak Financial Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Peak Financial Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$274K	Sell
2025 Q2	$291K	Hold
2025 Q1	$259K	Hold
2024 Q4	$260K	Sell
2024 Q3	$278K	Hold
2024 Q2	$250K	Hold
2024 Q1	$258K	Buy