Panoramic Investment Advisors, LLC Energy Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 20,723 shares of XLE stock, worth $2.02 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
20,723
Previous 18,780 10.35%
Holding current value
$2.02 Million
Previous $1.77 Billion 2.62%
% of portfolio
1.26%
Previous 1.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $163,892 - $181,456
1,943 Added 10.35%
20,723 $1.82 Billion
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $83,026 - $98,091
1,039 Added 5.86%
18,780 $1.77 Billion
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $81,768 - $92,603
1,007 Added 6.02%
17,741 $1.49 Billion
Q3 2023

Nov 15, 2023
BUY
$79.09 - $93.36 $106,613 - $125,849
1,348 Added 8.76%
16,734 $1.51 Billion
Q4 2022

Mar 01, 2023
BUY
$76.09 - $94.08 $1.17 Million - $1.45 Million
15,386 New
15,386 $1.35 Billion

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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