Number of Shares
3,876.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
1.68%
Total Estimate Gain
$186,896.92
% of Total Estimate Gain
7.29%

Panoramic Capital Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Panoramic Capital Partners, LLC held 3,876.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.42 Mil. This investment constitutes 1.68% of their stock portfolio, and Panoramic Capital Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2024Q4. And since then Panoramic Capital Partners, LLC has made 1 purchases of SPY, at an average price of $587.09, for a total of 4,367.00 shares. In addition, there have been 1 sales at an average price of $587.78 for 491.00 shares. Based on historical transaction data and SPY's current price of $635.22, Panoramic Capital Partners, LLC's estimated gain on his SPY holdings is $186,896.92, reflecting a 7.29% gain to date.

Panoramic Capital Partners, LLC SPY ($635.22) Holding Chart

Panoramic Capital Partners, LLC SPY ($635.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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