SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q1 2025
Shares 2,340 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 2,340 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 2,340 Value ($000) $205 Avg Close — Range —
Q2 2024
Shares 2,340 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 2,340 Value ($000) $221 Avg Close — Range —
Q3 2023
Shares 2,280 Value ($000) $206 Avg Close — Range —
Q1 2023
Shares 3,377 Value ($000) $280 Avg Close — Range —
Q4 2022
Shares 4,197 Value ($000) $367 Avg Close — Range —
Q3 2022
Shares 4,270 Value ($000) $308 Avg Close — Range —
Q2 2022
Shares 4,035 Value ($000) $289 Avg Close — Range —
Q1 2022
Shares 3,290 Value ($000) $251 Avg Close — Range —