Panoramic Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Buy	1,925 +125	+7%	+$19.3K	0.15%	105
2025 Q4	$279K	Sell	1,800 -225	-11%	-$33.7K	0.15%	100
2025 Q3	$282K	Hold	2,025	–	–	0.16%	98
2025 Q2	$273K	Sell	2,025 -25	-1%	-$3.38K	0.17%	97
2025 Q1	$299K	Hold	2,050	–	–	0.2%	85
2024 Q4	$282K	Sell	2,050 -2,900	-59%	-$424K	0.18%	95
2024 Q3	$762K	Buy	+4,950	New	+$750K	0.53%	45
2024 Q1	$731K	Hold	4,950	–	–	0.54%	46
2023 Q4	$675K	Hold	4,950	–	–	0.58%	47
2023 Q3	$637K	Buy	+4,950	New	+$657K	0.59%	45
2022 Q4	$530K	Buy	+3,900	New	+$517K	0.54%	47

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Panoramic Investment Advisors's XLV Position: Q1 2026 in Review

Panoramic Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.9% in Q1 2026, buying an estimated $19.3K and bringing the position to 1,925 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #105.

Panoramic Investment Advisors first reported a position in XLV in Q4 2022 and has held it in 11 quarters since. The position peaked at $762K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Panoramic Investment Advisors held 1,925 shares of State Street Health Care Select Sector SPDR ETF worth $282K as of Q1 2026.
Panoramic Investment Advisors bought 125 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $19.3K.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q1 2026, its #105 holding.
Panoramic Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $762K in Q3 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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