Panoramic Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$614K	Buy
2025 Q2	$597K	Buy
2025 Q1	$376K	Buy
2024 Q4	$331K	Buy
2024 Q3	$278K	Buy
2024 Q1	$260K	Buy
2023 Q4	$203K	Buy
2022 Q4	$200K	Buy