Panoramic Investment Advisors, LLC Energy Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

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 21,844 shares of XLE stock, worth $1.94 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

21,844

Previous 21,867 0.11%

Holding current value

$1.94 Million

Previous $1.87 Billion 8.98%

% of portfolio

1.38%

Previous 1.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$85.7 - $93.96 $1,971 - $2,161	-23 Reduced 0.11%	21,844 $2.04 Billion
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $95,318 - $111,276	1,144 Added 5.52%	21,867 $1.87 Billion
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

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Energy Sector Spdr Transaction History