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Energy Select Sector SPDR shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 19k 94.41
2023-12-31 $1.5M 18k 83.84
2023-09-30 $1.5M 17k 90.39
2022-12-31 $1.3M 15k 87.47

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Ishares Tr 20 Yr Tr Bd Etf (TLT)
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Vanguard Whitehall Fds High Div Yld (VYM)
Abbott Laboratories (ABT)
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View all positions for Panoramic Investment Advisors

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Citadel Advisors
Millennium Management
Wells Fargo & Company
Nomura Holdings
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
Goldman Sachs Group
Barclays
Jpmorgan Chase & Co
Citigroup
Hamilton Capital Management
D. E. Shaw & Co

View all funds holding Energy Select Sector SPDR