Peak Financial Advisors LLC Energy Sector Spdr Transaction History

Peak Financial Advisors LLC

$154 Million
Q1 2025

A detailed history of Peak Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 17,923 shares of XLE stock, worth $1.66 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

17,923

Previous 18,457 2.89%

Holding current value

$1.66 Million

Previous $1.58 Million 4.74%

% of portfolio

1.07%

Previous 1.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$85.7 - $93.96 $45,763 - $50,174	-534 Reduced 2.89%	17,923 $1.66 Million
Q4 2024 Jan 14, 2025	BUY	$83.32 - $97.27 $65,906 - $76,940	791 Added 4.48%	18,457 $1.58 Million
Q3 2024 Oct 09, 2024	BUY	$84.35 - $93.39 $54,743 - $60,610	649 Added 3.81%	17,666 $1.55 Million
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $1.5 Million - $1.67 Million	17,017 New	17,017 $1.55 Million
Q4 2023 Jan 10, 2024	SELL	$81.2 - $91.96 $1.83 Million - $2.08 Million	-22,569 Reduced 38.87%	35,499 $2.98 Million
Q3 2023 Oct 10, 2023	BUY	$79.09 - $93.36 $4.22 Million - $4.98 Million	53,333 Added 1126.36%	58,068 $5.25 Million
Q2 2023 Jul 10, 2023	BUY	$76.59 - $87.23 $96,656 - $110,084	1,262 Added 36.34%	4,735 $384,000
Q1 2023 Apr 18, 2023	SELL	$76.97 - $93.11 $971,515 - $1.18 Million	-12,622 Reduced 78.42%	3,473 $287,000
Q4 2022 Jan 12, 2023	SELL	$76.09 - $94.08 $152,256 - $188,254	-2,001 Reduced 11.06%	16,095 $1.41 Billion
Q3 2022 Oct 26, 2022	BUY	$67.49 - $84.09 $1.22 Million - $1.52 Million	18,096 New	18,096 $1.3 Million
Q2 2022 Jul 14, 2022	SELL	$70.66 - $92.28 $1.57 Million - $2.05 Million	-22,257 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$57.22 - $78.75 $1.27 Million - $1.75 Million	22,257 New	22,257 $1.7 Million
Q3 2021 Oct 12, 2021	SELL	$45.79 - $54.81 $1.36 Million - $1.63 Million	-29,784 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$47.07 - $56.19 $175,618 - $209,644	3,731 Added 14.32%	29,784 $1.6 Million
Q1 2021 May 11, 2021	BUY	$37.96 - $53.57 $988,971 - $1.4 Million	26,053 New	26,053 $1.28 Million

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Energy Sector Spdr Transaction History