Panoramic Investment Advisors, LLC Energy Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 21,867 shares of XLE stock, worth $1.99 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
21,867
Previous 20,723 5.52%
Holding current value
$1.99 Million
Previous $1.82 Billion 2.95%
% of portfolio
1.22%
Previous 1.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $95,318 - $111,276
1,144 Added 5.52%
21,867 $1.87 Billion
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $163,892 - $181,456
1,943 Added 10.35%
20,723 $1.82 Billion
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $83,026 - $98,091
1,039 Added 5.86%
18,780 $1.77 Billion
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $81,768 - $92,603
1,007 Added 6.02%
17,741 $1.49 Billion
Q3 2023

Nov 15, 2023
BUY
$79.09 - $93.36 $106,613 - $125,849
1,348 Added 8.76%
16,734 $1.51 Billion
Q4 2022

Mar 01, 2023
BUY
$76.09 - $94.08 $1.17 Million - $1.45 Million
15,386 New
15,386 $1.35 Billion

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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