Portfolio changes · featured 13Fs
Activity
Moves in SPY across featured managers — New / Exit / Add / Reduce.
SPY · exit · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| SPY | Exit | Bill Miller - Miller Value Partners | −5.10 pp | was 5.1% | Q1→Q2 |
| SPY | Exit | Cathie Wood - Ark Investment Management | 0.00 pp | was <0.01% | Q1→Q2 |
| 13 Aug 1 | |||||
| SPY | Exit | Chris James - Meritage Group | −1.27 pp | was 1.3% | Q1→Q2 |
| 5 Aug 1 | |||||
| SPY | Exit | First Eagle Investment Management | −0.01 pp | was 0.01% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home