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
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 11.93%
1%
$43.178M
73,670 shares@ 586.1 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Decreased -9.68%
9.8%
$42.834M
72,360 shares@ 591.96 avg price
Lesley Tepper@Seven Post Investment Office Lp
Recent Activity
Increased 2.54%
15.96%
$41.673M
71,104 shares@ 586.09 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -0.36%
3.92%
$39.788M
67,888 shares@ 586.08 avg price
Geoffrey Biehn@Trinity Financial Advisors Llc
Recent Activity
Decreased -15.73%
14.49%
$38.15M
65,029 shares@ 586.66 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 1.47%
2.99%
$37.46M
63,916 shares@ 586.09 avg price
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
Decreased -2.37%
3.87%
$36.987M
63,531 shares@ 582.19 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 9.34%
3.66%
$36.172M
61,719 shares@ 586.09 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 0.69%
1.29%
$35.674M
60,869 shares@ 586.08 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 75%
4%
$35.312M
60,055 shares@ 588.0 avg price