Panoramic Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Hold	322	–	–	0.12%	124
2026 Q1	$209K	Sell	322 -2	-0.6%	-$1.36K	0.11%	123
2025 Q4	$221K	Sell	324 -17	-5%	-$11.5K	0.12%	117
2025 Q3	$227K	Sell	341 -26	-7%	-$16.7K	0.13%	113
2025 Q2	$227K	Buy	+367	New	+$210K	0.14%	107
2025 Q1	–	Sell	-410	Closed	-$240K	–	119
2024 Q4	$240K	Buy	410 +4	+1%	+$2.36K	0.16%	101
2024 Q3	$233K	Buy	+406	New	+$224K	0.16%	106
2024 Q1	$212K	Buy	+405	New	+$202K	0.16%	106

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Panoramic Investment Advisors's SPY Position: Q2 2026 in Review

Panoramic Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 322 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #124.

Panoramic Investment Advisors first reported a position in SPY in Q1 2024 and has held it in 8 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Panoramic Investment Advisors held 322 shares of State Street SPDR S&P 500 ETF Trust worth $240K as of Q2 2026.
Panoramic Investment Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Panoramic Investment Advisors's portfolio in Q2 2026, its #124 holding.
Panoramic Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 8 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.