PEAK FINANCIAL ADVISORS LLC XLF — SELECT SECTOR SPDR TR

Ownership history in PEAK FINANCIAL ADVISORS LLC  ·  8 quarters on record

AI Ownership Summary

PEAK FINANCIAL ADVISORS LLC reported SELECT SECTOR SPDR TR (XLF) in 8 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.86% in 2025 Q4. The latest visible filing shows XLF at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEAK FINANCIAL ADVISORS LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLF was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page PEAK FINANCIAL ADVISORS LLC fund profile PEAK FINANCIAL ADVISORS LLC full holdings
How PEAK FINANCIAL ADVISORS LLC held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 35,038 +8,485 +32.0% 0.86% $1.9M 2026-01-12 $55.01
2025 Q3 ADDED — — — 26,553 +14,288 +116.5% 0.69% $1.4M 2025-10-08 $53.05
2025 Q2 REDUCED 27.6% +3.7% ❌ 12,265 -4,672 -27.6% 0.33% $642K 2025-07-07 $52.06
2025 Q1 ADDED — — — 16,937 +80 +0.5% 0.43% $844K 2025-04-10 $45.21
2024 Q4 REDUCED — — — 16,857 -69 -0.4% 0.42% $815K 2025-01-14 $47.34
2024 Q3 REDUCED — — — 16,926 -829 -4.7% 0.39% $767K 2024-10-10 $44.58
2024 Q2 REDUCED 59.8% +10.6% ❌ 17,755 -26,437 -59.8% 0.42% $730K 2024-07-12 $41.26
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q1 — sorted by position size

JCSD Capital, LLC 3Y 7Y 26.12% TIFF ADVISORY SERVICES, LLC 3Y 7Y 17.35% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 11.42% IMZ Advisory Inc 10.13% WestEnd Advisors, LLC 3Y 7Y 9.25% Main Management ETF Advisors, LLC 3Y 7Y 9.01% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% Keystone Global Partners, LLC 7.92% Yelin Lapidot Holdings Management Ltd. 7.87% Lakeshore Financial Planning, Inc. 7.73%

FAQ About PEAK FINANCIAL ADVISORS LLC and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has PEAK FINANCIAL ADVISORS LLC reported owning XLF?

PEAK FINANCIAL ADVISORS LLC reported XLF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XLF position in PEAK FINANCIAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for XLF was 0.86% in 2025 Q4.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q4, when PEAK FINANCIAL ADVISORS LLC reported 35,038 shares, equal to 0.86% of portfolio, with an estimated market value of $1.9M.

What does the chart on this XLF ownership page compare?

The chart compares PEAK FINANCIAL ADVISORS LLC's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PEAK FINANCIAL ADVISORS LLC time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, PEAK FINANCIAL ADVISORS LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on XLF relative to SPY over the holding period was +3.6%.

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