Panoramic Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
11,399
+3,855
| +51% | +$202K | 0.37% | 57 |
|
|
2025
Q1 | $376K | Buy |
7,544
+704
| +10% | +$35.1K | 0.25% | 76 |
|
|
2024
Q4 | $331K | Buy |
6,840
+710
| +12% | +$34.3K | 0.22% | 83 |
|
|
2024
Q3 | $278K | Buy |
+6,130
| New | +$278K | 0.19% | 95 |
|
|
2024
Q1 | $260K | Buy |
6,161
+758
| +14% | +$31.9K | 0.19% | 97 |
|
|
2023
Q4 | $203K | Buy |
+5,403
| New | +$203K | 0.18% | 102 |
|
|
2022
Q4 | $200K | Buy |
+5,854
| New | +$200K | 0.21% | 90 |
|