Panoramic Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Panoramic Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77M	Sell	52,133 -507	-1%	-$29K	1.32%	24
2026 Q1	$3.22M	Buy	52,640 +9,079	+21%	+$487K	1.74%	12
2025 Q4	$1.95M	Sell	43,561 -633	-1%	-$28.2K	1.06%	30
2025 Q3	$1.97M	Buy	44,194 +80	+0.2%	+$3.5K	1.11%	29
2025 Q2	$1.87M	Buy	44,114 +426	+1%	+$17.7K	1.15%	30
2025 Q1	$2.04M	Sell	43,688 -46	-0.1%	-$2.07K	1.38%	23
2024 Q4	$1.87M	Buy	43,734 +2,288	+6%	+$104K	1.22%	27
2024 Q3	$1.82M	Buy	+41,446	New	+$1.85M	1.26%	23
2024 Q1	$1.77M	Buy	37,560 +2,078	+6%	+$89.3K	1.31%	21
2023 Q4	$1.49M	Buy	35,482 +2,014	+6%	+$86.1K	1.29%	23
2023 Q3	$1.51M	Buy	+33,468	New	+$1.46M	1.39%	21
2022 Q4	$1.35M	Buy	+30,772	New	+$1.34M	1.38%	17

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Panoramic Investment Advisors's XLE Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.96% in Q2 2026, selling an estimated $29K and leaving 52,133 shares worth $2.77M. The position accounts for 1.32% of the portfolio, ranked #24.

Panoramic Investment Advisors first reported a position in XLE in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.22M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Panoramic Investment Advisors held 52,133 shares of State Street Energy Select Sector SPDR ETF worth $2.77M as of Q2 2026.
Panoramic Investment Advisors sold 507 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $29K.
State Street Energy Select Sector SPDR ETF made up 1.32% of Panoramic Investment Advisors's portfolio in Q2 2026, its #24 holding.
Panoramic Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.22M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.