Panoramic Investment Advisors, LLC Financial Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

$178 Billion
Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 11,403 shares of XLF stock, worth $598,087. This represents 0.35% of its overall portfolio holdings.

Number of Shares

11,403

Previous 11,399 0.04%

Holding current value

$598,087

Previous $597 Million 2.9%

% of portfolio

0.35%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$51.37 - $54.25 $205 - $217	4 Added 0.04%	11,403 $614 Million
Q2 2025 Aug 07, 2025	BUY	$43.92 - $52.37 $169,311 - $201,886	3,855 Added 51.1%	11,399 $597 Million
Q1 2025 May 06, 2025	BUY	$47.32 - $52.19 $33,313 - $36,741	704 Added 10.29%	7,544 $376 Million
Q4 2024 Jan 24, 2025	BUY	$44.89 - $51.34 $31,871 - $36,451	710 Added 11.58%	6,840 $331 Million
Q3 2024 Oct 31, 2024	SELL	$40.84 - $45.74 $1,266 - $1,417	-31 Reduced 0.5%	6,130 $278 Million

Q1 2024 Apr 18, 2024	BUY	$37.27 - $42.12 $28,250 - $31,926	758 Added 14.03%	6,161 $260 Million
Q4 2023 Jan 23, 2024	BUY	$31.45 - $37.72 $169,924 - $203,801	5,403 New	5,403 $203 Million
Q4 2022 Mar 01, 2023	BUY	$30.29 - $36.31 $177,317 - $212,558	5,854 New	5,854 $200 Million

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Panoramic Investment Advisors, LLC Financial Sector Spdr Transaction History