Panoramic Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$663K Buy
12,371
+105
+0.9% +$5.46K 0.32% 66
2026
Q1
$606K Buy
12,266
+258
+2% +$13.4K 0.33% 66
2025
Q4
$658K Buy
12,008
+605
+5% +$32.2K 0.36% 58
2025
Q3
$614K Buy
11,403
+4
+0% +$212 0.35% 59
2025
Q2
$597K Buy
11,399
+3,855
+51% +$191K 0.37% 57
2025
Q1
$376K Buy
7,544
+704
+10% +$35.3K 0.25% 76
2024
Q4
$331K Buy
6,840
+710
+12% +$34.3K 0.22% 83
2024
Q3
$278K Buy
+6,130
New +$267K 0.19% 95
2024
Q1
$260K Buy
6,161
+758
+14% +$29.9K 0.19% 97
2023
Q4
$203K Buy
+5,403
New +$187K 0.18% 102
2022
Q4
$200K Buy
+5,854
New +$198K 0.21% 90

Other funds holding XLF

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

Panoramic Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.86% in Q2 2026, buying an estimated $5.46K and bringing the position to 12,371 shares worth $663K. The position accounts for 0.32% of the portfolio, ranked #66.

Panoramic Investment Advisors first reported a position in XLF in Q4 2022 and has held it in 11 quarters since. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Panoramic Investment Advisors held 12,371 shares of State Street Financial Select Sector SPDR ETF worth $663K as of Q2 2026.
  • Panoramic Investment Advisors bought 105 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.46K.
  • State Street Financial Select Sector SPDR ETF made up 0.32% of Panoramic Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Panoramic Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
  • 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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