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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.2M	Buy	332,122 +3,351	+1%	+$286K	13.96%	1
2026 Q1	$25.2M	Buy	328,771 +6,520	+2%	+$522K	13.61%	1
2025 Q4	$25.9M	Sell	322,251 -4,062	-1%	-$323K	14.05%	1
2025 Q3	$25.6M	Buy	326,313 +7,622	+2%	+$575K	14.38%	1
2025 Q2	$23.2M	Buy	318,691 +36,137	+13%	+$2.43M	14.22%	1
2025 Q1	$18.6M	Buy	282,554 +3,299	+1%	+$228K	12.55%	1
2024 Q4	$19.3M	Buy	279,255 +25,660	+10%	+$1.78M	12.54%	1
2024 Q3	$17.1M	Buy	+253,595	New	+$16.5M	11.83%	1
2024 Q1	$11.7M	Buy	190,476 +11,351	+6%	+$665K	8.64%	1
2023 Q4	$10M	Buy	179,125 +2,146	+1%	+$112K	8.66%	1
2023 Q3	$8.89M	Buy	+176,979	New	+$9.26M	8.18%	1
2022 Q4	$6.59M	Buy	+146,407	New	+$6.62M	6.75%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Panoramic Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q2 2026, buying an estimated $286K and bringing the position to 332,122 shares worth $29.2M. The position accounts for 13.96% of the portfolio, ranked #1.

Panoramic Investment Advisors first reported a position in SPYM in Q4 2022 and has held it in 12 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Panoramic Investment Advisors held 332,122 shares of State Street SPDR Portfolio S&P 500 ETF worth $29.2M as of Q2 2026.
Panoramic Investment Advisors bought 3,351 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $286K.
State Street SPDR Portfolio S&P 500 ETF made up 13.96% of Panoramic Investment Advisors's portfolio in Q2 2026, its #1 holding.
Panoramic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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