Peak Financial Management, Inc. Select Sector Spdr Consumer Di Transaction History

Peak Financial Management, Inc.

$361 Million
Q4 2025

A detailed history of Peak Financial Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Peak Financial Management, Inc. holds 1,762 shares of XLY stock, worth $406,828. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,762

Previous 881 100.0%

Holding current value

$406,828

Previous $211,000 92.42%

% of portfolio

0.11%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$228.75 - $242.18 $201,528 - $213,360	881 Added 100.0%	1,762 $406,000
Q3 2025 Oct 09, 2025	SELL	$216.09 - $242.18 $21,609 - $24,218	-100 Reduced 10.19%	881 $211,000
Q2 2025 Jul 23, 2025	BUY	$176.34 - $218.59 $172,989 - $214,436	981 New	981 $213,000
Q4 2024 Jan 21, 2025	SELL	$194.8 - $239.43 $33,895 - $41,660	-174 Reduced 15.06%	981 $220,000
Q2 2024 Jul 22, 2024	BUY	$169.76 - $184.45 $196,072 - $213,039	1,155 New	1,155 $210,000

Others Institutions Holding XLY

# of Institutions

1,508

Shares Held

91.3M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Peak Financial Management, Inc. Select Sector Spdr Consumer Di Transaction History