Peak Asset Management, LLC Financial Sector Spdr Transaction History

Peak Asset Management, LLC

$519 Million
Q3 2024

A detailed history of Peak Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Peak Asset Management, LLC holds 24,398 shares of XLF stock, worth $1.18 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

24,398

Previous 24,391 0.03%

Holding current value

$1.18 Million

Previous $1 Million 10.28%

% of portfolio

0.21%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$40.84 - $45.74 $285 - $320	7 Added 0.03%	24,398 $1.11 Million
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $39 - $42	1 Added 0.0%	24,391 $1 Million
Q1 2024 May 10, 2024	BUY	$37.27 - $42.12 $2,907 - $3,285	78 Added 0.32%	24,390 $1.03 Million
Q4 2023 Feb 12, 2024	BUY	$31.45 - $37.72 $220 - $264	7 Added 0.03%	24,312 $914,000
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $69,252 - $73,993	-2,195 Reduced 8.28%	24,305 $819,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $516,120 - $608,770	-17,000 Reduced 39.08%	26,500 $805,000
Q2 2022 Aug 11, 2022	BUY	$30.84 - $38.22 $1.34 Million - $1.66 Million	43,500 New	43,500 $1.37 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-9,550 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	9,550	9,550 $247,000

Others Institutions Holding XLF

# of Institutions

1,843

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Peak Asset Management, LLC Financial Sector Spdr Transaction History