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
John C. Swhear@Wallington Asset Management, Llc
Recent Activity
Decreased -12.23%
0.12%
$774,000
15,130 shares@ 51.16 avg price
Joseph Wallace@Wallace Advisory Group, Llc
Recent Activity
Decreased -5.36%
0.47%
$674,388
12,758 shares@ 52.87 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.62%
0.02%
$549,192
10,739 shares@ 51.14 avg price
Lisa Bittner@Somerset Trust Co
Recent Activity
Decreased -0.69%
0.17%
$435,355
8,513 shares@ 51.15 avg price
John Boardman@Ballast, Inc.
Recent Activity
Decreased -1.02%
0.12%
$409,018
7,998 shares@ 51.15 avg price
Aryn Sands@Safeguard Financial, Llc
Recent Activity
Decreased -30.9%
0.09%
$401,907
7,859 shares@ 51.14 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -5.13%
0.05%
$396,846
7,760 shares@ 51.14 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -63.15%
0.02%
$339,557
6,640 shares@ 51.14 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Decreased -49.79%
0.06%
$325,154
6,340 shares@ 51.29 avg price
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Decreased -22.35%
0.21%
$301,470
5,895 shares@ 51.14 avg price