A detailed history of Peak Retirement Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 6,629 shares of XLF stock, worth $347,691. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,629
Previous 6,832 2.97%
Holding current value
$347,691
Previous $358 Million 0.19%
% of portfolio
0.1%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

SELL
$51.37 - $54.25 $10,428 - $11,012
-203 Reduced 2.97%
6,629 $357 Million
Q2 2025

Nov 04, 2025

BUY
$43.92 - $52.37 $3,821 - $4,556
87 Added 1.29%
6,832 $358 Million
Q1 2025

Nov 04, 2025

SELL
$47.32 - $52.19 $4.84 Million - $5.34 Million
-102,223 Reduced 93.81%
6,745 $336 Million
Q4 2024

Feb 20, 2025

BUY
$44.89 - $51.34 $4.89 Million - $5.59 Million
108,968 New
108,968 $5.27 Billion

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Peak Retirement Planning, Inc. Portfolio

Follow Peak Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.