Panoramic Investment Advisors, LLC Energy Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 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 18,780 shares of XLE stock, worth $1.72 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
18,780
Previous 17,741 5.86%
Holding current value
$1.72 Million
Previous $1.49 Billion 19.2%
% of portfolio
1.31%
Previous 1.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $1.27 Million - $1.45 Million
15,386 New
15,386 $1.35 Billion

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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