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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Panoramic Investment Advisors's SPY Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q1 2026, selling an estimated $1.36K and leaving 322 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #123.

Panoramic Investment Advisors first reported a position in SPY in Q1 2024 and has held it in 7 quarters since. The position peaked at $240K in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Panoramic Investment Advisors held 322 shares of State Street SPDR S&P 500 ETF Trust worth $209K as of Q1 2026.
Panoramic Investment Advisors sold 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Panoramic Investment Advisors's portfolio in Q1 2026, its #123 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 7 quarters since.
Panoramic Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $240K in Q4 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.