Dan Polen - Polen Capital Management
Holding/activity history for SPDR S&P 500 ETF Trust (SPY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,757 | 0.02 | Reduce 44.07% | <0.01 | $650.32 | $2,443,256 | SEC |
| 2025 Q4 | 6,717 | 0.02 | Add 167.93% | 0.01 | $681.96 | $4,580,746 | SEC |
| 2025 Q3 | 2,507 | 0.01 | Reduce 2.90% | <0.01 | $666.05 | $1,669,791 | SEC |
| 2025 Q2 | 2,582 | <0.01 | Add 78.31% | <0.01 | $617.90 | $1,595,411 | SEC |
| 2025 Q1 | 1,448 | <0.01 | Reduce 84.82% | 0.02 | $559.26 | $809,812 | SEC |
| 2024 Q4 | 9,539 | 0.02 | Add 412.02% | 0.02 | $586.07 | $5,590,481 | SEC |
| 2024 Q3 | 1,863 | <0.01 | Buy | <0.01 | $573.89 | $1,069,159 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2023 Q4 | 662 | <0.01 | Buy | <0.01 | $475.28 | $314,638 | SEC |