SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 1,762 Value ($000) $210 Avg Close — Range —
Q3 2025
Shares 881 Value ($000) $211 Avg Close — Range —
Q2 2025
Shares 981 Value ($000) $213 Avg Close — Range —
Q4 2024
Shares 981 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 1,155 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 1,155 Value ($000) $211 Avg Close — Range —