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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Panoramic Investment Advisors's XLE Position: Q1 2026 in Review

Panoramic Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q1 2026, buying an estimated $487K and bringing the position to 52,640 shares worth $3.22M. The position accounts for 1.74% of the portfolio, ranked #12.

Panoramic Investment Advisors first reported a position in XLE in Q4 2022 and has held it in 11 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Panoramic Investment Advisors held 52,640 shares of State Street Energy Select Sector SPDR ETF worth $3.22M as of Q1 2026.
Panoramic Investment Advisors bought 9,079 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $487K.
State Street Energy Select Sector SPDR ETF made up 1.74% of Panoramic Investment Advisors's portfolio in Q1 2026, its #12 holding.
Panoramic Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.