Peak Financial Advisors LLC Financial Sector Spdr Transaction History

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 16,857 shares of XLF stock, worth $854,987. This represents 0.52% of its overall portfolio holdings.

Number of Shares
16,857
Previous 16,926 0.41%
Holding current value
$854,987
Previous $767,000 6.13%
% of portfolio
0.52%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$44.89 - $51.34 $3,097 - $3,542
-69 Reduced 0.41%
16,857 $814,000
Q3 2024

Oct 09, 2024
SELL
$40.84 - $45.74 $33,856 - $37,918
-829 Reduced 4.67%
16,926 $767,000
Q2 2024

Jul 12, 2024
BUY
$39.59 - $42.49 $702,920 - $754,409
17,755 New
17,755 $729,000
Q2 2021

Jul 26, 2021
SELL
$34.47 - $38.47 $1.52 Million - $1.7 Million
-44,192 Closed
0 $0
Q1 2021

May 11, 2021
BUY
$28.95 - $34.77 $1.28 Million - $1.54 Million
44,192 New
44,192 $1.51 Million

Others Institutions Holding XLF

# of Institutions
1,863
Shares Held
703M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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