SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 35,038 Value ($000) $1,919 Avg Close — Range —
Q3 2025
Shares 26,553 Value ($000) $1,430 Avg Close — Range —
Q2 2025
Shares 12,265 Value ($000) $642 Avg Close — Range —
Q1 2025
Shares 16,937 Value ($000) $844 Avg Close — Range —
Q4 2024
Shares 16,857 Value ($000) $815 Avg Close — Range —
Q3 2024
Shares 16,926 Value ($000) $767 Avg Close — Range —
Q2 2024
Shares 17,755 Value ($000) $730 Avg Close — Range —
Q1 2021
Shares 44,192 Value ($000) $1,505 Avg Close — Range —