SPY

Spdr S&p 500 Etf Trust

Latest period2024 - Q4Total superinvestors703

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 703 superinvestors own shares of Spdr S&p 500 Etf Trust (SPY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Spdr S&p 500 Etf Trust (SPY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Spdr S&p 500 Etf Trust (SPY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Spdr S&p 500 Etf Trust (SPY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -4.2%
2.83%
$101.604M
173,363 shares@ 586.08 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Decreased -0.76%
6.71%
$95.495M
162,643 shares@ 587.15 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -0.7%
6.09%
$89.013M
151,879 shares@ 586.09 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
Decreased -1.93%
12.72%
$80.904M
138,043 shares@ 586.08 avg price
Adam Brunin@Navigation Wealth Management, Inc.
Recent Activity
Decreased -8.89%
86.08%
$76.419M
130,368 shares@ 586.19 avg price
Greg Lowe@Lowe Wealth Advisors, Llc
Recent Activity
Decreased -1.45%
32.5%
$76.242M
130,088 shares@ 586.09 avg price
Donna DiMaria@Olympus Wealth Management, Llc
Recent Activity
Decreased -5.41%
24.31%
$66.764M
113,916 shares@ 586.08 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Decreased -51.39%
12.28%
$63.676M
108,647 shares@ 586.09 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -0.87%
3.68%
$60.674M
103,525 shares@ 586.08 avg price
Forbes Watson@Legacy Wealth Management, Llc Ms
Recent Activity
Decreased -5.6%
22.5%
$56.617M
96,603 shares@ 586.08 avg price