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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Buy	+367	New	+$227K	0.14%	107
2025 Q1	–	Sell	-410	Closed	-$240K	–	119
2024 Q4	$240K	Buy	410 +4	+1%	+$2.34K	0.16%	101
2024 Q3	$233K	Buy	+406	New	+$233K	0.16%	106
2024 Q1	$212K	Buy	+405	New	+$212K	0.16%	106