Financial Select Sector SPDR shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Peak Retirement Planning 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 Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 6.6k | 53.87 |
| 2025-06-30 | $358k | 6.8k | 52.37 |
| 2025-03-31 | $336k | 6.7k | 49.81 |
| 2024-12-31 | $5.3M | 109k | 48.33 |