SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

PEAK FINANCIAL ADVISORS LLC's Holding History (CIK: 0001843309)

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

Q1 2025
Shares 17,923 Value ($000) $1,675 Avg Close — Range —
Q4 2024
Shares 18,457 Value ($000) $1,581 Avg Close — Range —
Q3 2024
Shares 17,666 Value ($000) $1,551 Avg Close — Range —
Q2 2024
Shares 17,017 Value ($000) $1,551 Avg Close — Range —
Q4 2023
Shares 35,499 Value ($000) $2,976 Avg Close — Range —
Q3 2023
Shares 58,068 Value ($000) $5,249 Avg Close — Range —
Q2 2023
Shares 4,735 Value ($000) $384 Avg Close — Range —
Q1 2023
Shares 3,473 Value ($000) $288 Avg Close — Range —
Q4 2022
Shares 16,095 Value ($000) $1,408 Avg Close — Range —
Q3 2022
Shares 18,096 Value ($000) $1,303 Avg Close — Range —
Q1 2022
Shares 22,257 Value ($000) $1,701 Avg Close — Range —
Q2 2021
Shares 29,784 Value ($000) $1,604 Avg Close — Range —
Q1 2021
Shares 26,053 Value ($000) $1,278 Avg Close — Range —