Peak Financial Advisors LLC Select Sector Spdr Tr Communic Transaction History

Peak Financial Advisors LLC

$151 Million
Q2 2025

A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Peak Financial Advisors LLC holds 5,570 shares of XLC stock, worth $599,499. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,570

Previous 5,565 0.09%

Holding current value

$599,499

Previous $532,000 13.53%

% of portfolio

0.4%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$86.13 - $108.53 $430 - $542	5 Added 0.09%	5,570 $604,000
Q1 2025 Apr 10, 2025	BUY	$94.84 - $105.31 $7,302 - $8,108	77 Added 1.4%	5,565 $532,000
Q1 2024 Apr 12, 2024	SELL	$71.74 - $81.82 $746,741 - $851,664	-10,409 Reduced 65.48%	5,488 $448,000
Q4 2023 Jan 10, 2024	BUY	$63.09 - $73.1 $444,721 - $515,281	7,049 Added 79.67%	15,897 $1.16 Million
Q3 2023 Oct 10, 2023	SELL	$64.88 - $68.81 $1.43 Million - $1.52 Million	-22,067 Reduced 71.38%	8,848 $580,000
Q2 2023 Jul 10, 2023	BUY	$56.13 - $65.3 $1.74 Million - $2.02 Million	30,915 New	30,915 $2.01 Million

Others Institutions Holding XLC

# of Institutions

1,246

Shares Held

348M

Call Options Held

2.97M

Put Options Held

2.93M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Select Sector Spdr Tr Communic Transaction History