SELECT SECTOR SPDR TR

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

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 5,119 Value ($000) $611 Avg Close Range
Q3 2025
Shares 45,939 Value ($000) $11,009 Avg Close Range
Q2 2025
Shares 34,401 Value ($000) $7,476 Avg Close Range