Peak Financial Advisors LLC Utilities Sector Spdr Transaction History

Peak Financial Advisors LLC

$154 Million
Q1 2025

A detailed history of Peak Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 21,230 shares of XLU stock, worth $1.66 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

21,230

Previous 21,247 0.08%

Holding current value

$1.66 Million

Previous $1.61 Million 2.92%

% of portfolio

1.07%

Previous 1.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$74.7 - $80.27 $1,269 - $1,364	-17 Reduced 0.08%	21,230 $1.66 Million
Q4 2024 Jan 14, 2025	BUY	$74.89 - $82.93 $10,185 - $11,278	136 Added 0.64%	21,247 $1.61 Million
Q3 2024 Oct 09, 2024	BUY	$67.67 - $80.78 $6,834 - $8,158	101 Added 0.48%	21,111 $1.71 Million
Q2 2024 Jul 12, 2024	BUY	$62.77 - $72.87 $1.32 Million - $1.53 Million	21,010 New	21,010 $1.43 Million
Q3 2022 Oct 26, 2022	SELL	$65.51 - $78.12 $2.24 Million - $2.68 Million	-34,263 Reduced 62.03%	20,969 $1.37 Million
Q2 2022 Jul 14, 2022	SELL	$64.87 - $76.96 $727,192 - $862,721	-11,210 Reduced 16.87%	55,232 $3.87 Million
Q1 2022 Apr 22, 2022	BUY	$65.03 - $74.54 $4.32 Million - $4.95 Million	66,442 New	66,442 $4.95 Million

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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Peak Financial Advisors LLC Utilities Sector Spdr Transaction History