Panoramic Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Panoramic Investment Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 279,255 shares of SPLG stock, worth $19.7 Million. This represents 12.54% of its overall portfolio holdings.

Number of Shares

279,255

Previous 253,595 10.12%

Holding current value

$19.7 Million

Previous $17.1 Billion 12.45%

% of portfolio

12.54%

Previous 11.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$66.77 - $71.52 $1.71 Million - $1.84 Million	25,660 Added 10.12%	279,255 $19.3 Billion
Q3 2024 Oct 31, 2024	BUY	$60.84 - $67.51 $3.84 Million - $4.26 Million	63,119 Added 33.14%	253,595 $17.1 Billion
Q1 2024 Apr 18, 2024	BUY	$54.97 - $61.53 $623,964 - $698,427	11,351 Added 6.34%	190,476 $11.7 Billion
Q4 2023 Jan 23, 2024	BUY	$48.29 - $56.08 $103,630 - $120,347	2,146 Added 1.21%	179,125 $10 Billion
Q3 2023 Nov 15, 2023	BUY	$50.09 - $53.81 $1.53 Million - $1.65 Million	30,572 Added 20.88%	176,979 $8.89 Billion
Q4 2022 Mar 01, 2023	BUY	$41.93 - $47.9 $6.14 Million - $7.01 Million	146,407 New	146,407 $6.59 Billion

Others Institutions Holding SPLG

# of Institutions

1,294

Shares Held

551M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History