Peak Financial Management, Inc. Select Sector Spdr Fund Health Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Peak Financial Management, Inc. holds 3,466 shares of XLV stock, worth $486,869. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,466

Previous 3,520 1.53%

Holding current value

$486,869

Previous $542,000 12.18%

% of portfolio

0.14%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$136.28 - $154.74 $7,359 - $8,355	-54 Reduced 1.53%	3,466 $476,000
Q3 2024 Oct 15, 2024	SELL	$143.3 - $157.24 $45,139 - $49,530	-315 Reduced 8.21%	3,520 $542,000
Q1 2024 Apr 22, 2024	SELL	$138.48 - $147.86 $18,002 - $19,221	-130 Reduced 3.28%	3,835 $566,000
Q4 2023 Jan 18, 2024	BUY	$123.14 - $136.38 $68,342 - $75,690	555 Added 16.28%	3,965 $540,000
Q3 2023 Oct 24, 2023	SELL	$128.74 - $136.24 $5,535 - $5,858	-43 Reduced 1.25%	3,410 $439,000
Q2 2022 Jul 29, 2022	BUY	$119.89 - $142.83 $8,152 - $9,712	68 Added 2.01%	3,453 $443,000
Q4 2021 Jan 27, 2022	SELL	$125.34 - $141.49 $16,294 - $18,393	-130 Reduced 3.7%	3,385 $477,000
Q3 2021 Oct 19, 2021	BUY	$127.07 - $136.85 $6,353 - $6,842	50 Added 1.44%	3,515 $447,000
Q1 2021 Apr 29, 2021	SELL	$110.8 - $118.5 $45,428 - $48,585	-410 Reduced 10.58%	3,465 $405,000
Q4 2020 Jan 26, 2021	BUY	$101.66 - $113.44 $40,664 - $45,376	400 Added 11.51%	3,875 $440,000
Q2 2020 Aug 06, 2020	SELL	$85.21 - $103.92 $91,345 - $111,402	-1,072 Reduced 23.58%	3,475 $348,000
Q1 2020 Apr 29, 2020	SELL	$74.62 - $104.73 $127,227 - $178,564	-1,705 Reduced 27.27%	4,547 $403,000
Q2 2019 Aug 01, 2019	SELL	N/A	-15 Reduced 0.24%	6,252 $579,000
Q3 2017 Oct 30, 2017	BUY	N/A	150 Added 2.45%	6,267 $512,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,117	6,117 $485,000

Others Institutions Holding XLV

# of Institutions

2,007

Shares Held

206M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Peak Financial Management, Inc. Select Sector Spdr Fund Health Transaction History