Panoramic Investment Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
318,691
+36,137
| +13% | +$2.63M | 14.22% | 1 |
|
|
2025
Q1 | $18.6M | Buy |
282,554
+3,299
| +1% | +$217K | 12.55% | 1 |
|
|
2024
Q4 | $19.3M | Buy |
279,255
+25,660
| +10% | +$1.77M | 12.54% | 1 |
|
|
2024
Q3 | $17.1M | Buy |
+253,595
| New | +$17.1M | 11.83% | 1 |
|
|
2024
Q1 | $11.7M | Buy |
190,476
+11,351
| +6% | +$698K | 8.64% | 1 |
|
|
2023
Q4 | $10M | Buy |
179,125
+2,146
| +1% | +$120K | 8.66% | 1 |
|
|
2023
Q3 | $8.89M | Buy |
+176,979
| New | +$8.89M | 8.18% | 1 |
|
|
2022
Q4 | $6.59M | Buy |
+146,407
| New | +$6.59M | 6.75% | 2 |
|