A detailed history of Panoramic Investment Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 406 shares of SPY stock, worth $243,124. This represents 0.16% of its overall portfolio holdings.

Number of Shares
406
Previous 405 0.25%
Holding current value
$243,124
Previous $212 Million 9.96%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$517.38 - $573.86 $517 - $573
1 Added 0.25%
406 $233 Million
Q1 2024

Apr 18, 2024

BUY
$467.28 - $523.17 $189,248 - $211,883
405 New
405 $212 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.