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
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: Q1 2026 in Review

Panoramic Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.1% in Q1 2026, buying an estimated $13.4K and bringing the position to 12,266 shares worth $606K. The position accounts for 0.33% of the portfolio, ranked #66.

Panoramic Investment Advisors first reported a position in XLF in Q4 2022 and has held it in 10 quarters since. The position peaked at $658K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Panoramic Investment Advisors held 12,266 shares of State Street Financial Select Sector SPDR ETF worth $606K as of Q1 2026.
  • Panoramic Investment Advisors bought 258 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.33% of Panoramic Investment Advisors's portfolio in Q1 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 10 quarters since.
  • Panoramic Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $658K in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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