SPYV

Spdr Port S&p 500 Value

Latest period2024 - Q4Total superinvestors171

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, 171 superinvestors own shares of Spdr Port S&p 500 Value (SPYV), 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 Port S&p 500 Value (SPYV), 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 Port S&p 500 Value (SPYV) 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 Port S&p 500 Value (SPYV) 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
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
0.73%
$3.005M
58,943 shares@ 50.98 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
New Position
0.61%
$1.176M
23,000 shares@ 51.14 avg price
Bryan Buchert@Kera Capital Partners, Inc.
Recent Activity
New Position
0.2%
$692,484
13,541 shares@ 51.14 avg price
Sam Kirkpatrick@Mayfair Advisory Group, Llc
Recent Activity
New Position
0.22%
$358,901
7,018 shares@ 51.15 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
New Position
0.1%
$315,221
6,164 shares@ 51.14 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
New Position
0.03%
$300,294
5,872 shares@ 51.14 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
New Position
0.15%
$297,635
5,820 shares@ 51.15 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.01%
$281,168
5,498 shares@ 51.15 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
New Position
0.04%
$218,368
4,270 shares@ 51.15 avg price
Michael Hemberger@Delta Capital Management Llc
Recent Activity
New Position
0.12%
$205,000
4,000 shares@ 51.25 avg price