SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,032 Value ($000) $469 Avg Close — Range —
Q3 2025
Shares 3,504 Value ($000) $488 Avg Close — Range —
Q2 2025
Shares 4,085 Value ($000) $551 Avg Close — Range —
Q1 2025
Shares 4,676 Value ($000) $683 Avg Close — Range —
Q4 2024
Shares 3,466 Value ($000) $477 Avg Close — Range —
Q3 2024
Shares 3,520 Value ($000) $542 Avg Close — Range —
Q2 2024
Shares 3,835 Value ($000) $559 Avg Close — Range —
Q1 2024
Shares 3,835 Value ($000) $567 Avg Close — Range —
Q4 2023
Shares 3,965 Value ($000) $541 Avg Close — Range —
Q3 2023
Shares 3,410 Value ($000) $439 Avg Close — Range —
Q2 2023
Shares 3,453 Value ($000) $458 Avg Close — Range —
Q1 2023
Shares 3,453 Value ($000) $447 Avg Close — Range —
Q4 2022
Shares 3,453 Value ($000) $469 Avg Close — Range —
Q3 2022
Shares 3,453 Value ($000) $418 Avg Close — Range —
Q2 2022
Shares 3,453 Value ($000) $443 Avg Close — Range —
Q1 2022
Shares 3,385 Value ($000) $464 Avg Close — Range —
Q4 2021
Shares 3,385 Value ($000) $477 Avg Close — Range —
Q3 2021
Shares 3,515 Value ($000) $447 Avg Close — Range —
Q2 2021
Shares 3,465 Value ($000) $436 Avg Close — Range —
Q1 2021
Shares 3,465 Value ($000) $405 Avg Close — Range —
Q4 2020
Shares 3,875 Value ($000) $440 Avg Close — Range —
Q3 2020
Shares 3,475 Value ($000) $367 Avg Close — Range —
Q2 2020
Shares 3,475 Value ($000) $348 Avg Close — Range —
Q1 2020
Shares 4,547 Value ($000) $403 Avg Close — Range —
Q4 2019
Shares 6,252 Value ($000) $637 Avg Close — Range —
Q3 2019
Shares 6,252 Value ($000) $563 Avg Close — Range —
Q2 2019
Shares 6,252 Value ($000) $579 Avg Close — Range —
Q1 2019
Shares 6,267 Value ($000) $575 Avg Close — Range —
Q4 2018
Shares 6,267 Value ($000) $542 Avg Close — Range —
Q3 2018
Shares 6,267 Value ($000) $596 Avg Close — Range —
Q2 2018
Shares 6,267 Value ($000) $523 Avg Close — Range —
Q1 2018
Shares 6,267 Value ($000) $510 Avg Close — Range —
Q4 2017
Shares 6,267 Value ($000) $518 Avg Close — Range —
Q3 2017
Shares 6,267 Value ($000) $512 Avg Close — Range —
Q2 2017
Shares 6,117 Value ($000) $485 Avg Close — Range —
Q1 2017
Shares 6,117 Value ($000) $455 Avg Close — Range —
Q4 2016
Shares 6,117 Value ($000) $422 Avg Close — Range —