Panoramic Investment Advisors, LLC Financial Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 7,544 shares of XLF stock, worth $384,442. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,544
Previous 6,840 10.29%
Holding current value
$384,442
Previous $331 Million 13.68%
% of portfolio
0.25%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$47.32 - $52.19 $33,313 - $36,741
704 Added 10.29%
7,544 $376 Million
Q4 2024

Jan 24, 2025
BUY
$44.89 - $51.34 $31,871 - $36,451
710 Added 11.58%
6,840 $331 Million
Q3 2024

Oct 31, 2024
SELL
$40.84 - $45.74 $1,266 - $1,417
-31 Reduced 0.5%
6,130 $278 Million
Q1 2024

Apr 18, 2024
BUY
$37.27 - $42.12 $28,250 - $31,926
758 Added 14.03%
6,161 $260 Million
Q4 2023

Jan 23, 2024
BUY
$31.45 - $37.72 $169,924 - $203,801
5,403 New
5,403 $203 Million
Q4 2022

Mar 01, 2023
BUY
$30.29 - $36.31 $177,317 - $212,558
5,854 New
5,854 $200 Million

Others Institutions Holding XLF

# of Institutions
2,109
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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