Financial Select Sector SPDR shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 35k | 54.77 |
| 2025-09-30 | $1.4M | 27k | 53.87 |
| 2025-06-30 | $642k | 12k | 52.37 |
| 2025-03-31 | $844k | 17k | 49.81 |
| 2024-12-31 | $815k | 17k | 48.33 |
| 2024-09-30 | $767k | 17k | 45.32 |
| 2024-06-30 | $730k | 18k | 41.11 |
| 2021-03-31 | $1.5M | 44k | 34.06 |