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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$606K	Buy
2025 Q4	$658K	Buy
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