Peak Financial Advisors LLC Select Sector Spdr Tr Communic Transaction History

Peak Financial Advisors LLC

  • $154 Million
  • Q1 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 5,565 shares of XLC stock, worth $525,113. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,565
Previous 5,488 1.4%
Holding current value
$525,113
Previous $531,000 0.19%
% of portfolio
0.34%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,185
Shares Held
185M
Call Options Held
3.62M
Put Options Held
4.64M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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