Dan Polen - Polen Capital Management
Holding/activity history for State Street SPDR S&P 500 ETF Trust (SPY)
← All SPY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,757 | 0.02 | Reduce 44.07% | <0.01 | $629.28–697.84 · VW $674.63i | $2,443,256 | SEC |
| 2025 Q4 | 6,717 | 0.02 | Add 167.93% | 0.01 | $650.85–691.66 · VW $676.55i | $4,580,746 | SEC |
| 2025 Q3 | 2,507 | 0.01 | Reduce 2.90% | <0.01 | $615.52–667.34 · VW $641.54i | $1,669,791 | SEC |
| 2025 Q2 | 2,582 | <0.01 | Add 78.31% | <0.01 | $481.80–619.22 · VW $568.28i | $1,595,411 | SEC |
| 2025 Q1 | 1,448 | <0.01 | Reduce 84.82% | 0.02 | $546.87–613.23 · VW $583.64i | $809,812 | SEC |
| 2024 Q4 | 9,539 | 0.02 | Add 412.02% | 0.02 | $565.27–609.07 · VW $585.58i | $5,590,481 | SEC |
| 2024 Q3 | 1,863 | <0.01 | Buy | <0.01 | $510.27–574.71 · VW $552.85i | $1,069,159 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $466.43–524.61 · VW $498.53i | SEC | |
| 2023 Q4 | 662 | <0.01 | Buy | <0.01 | $409.21–477.55 · VW $443.53i | $314,638 | SEC |
Price snapshot:
Current price$749.17
Avg. buy price$650.89
+/- since buy15.10%
52-week low$611.28
52-week high$758.45