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

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

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 981 shares of XLY stock, worth $207,393. This represents 0.07% of its overall portfolio holdings.

Number of Shares
981
Previous 1,155 15.06%
Holding current value
$207,393
Previous $231,000 4.76%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,455
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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