Polen Capital Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
2,582
+1,134
| +78% | +$701K | ﹤0.01% | 99 |
|
|
2025
Q1 | $810K | Sell |
1,448
-8,091
| -85% | -$4.52M | ﹤0.01% | 100 |
|
|
2024
Q4 | $5.59M | Buy |
9,539
+7,676
| +412% | +$4.5M | 0.02% | 64 |
|
|
2024
Q3 | $1.07M | Buy |
+1,863
| New | +$1.07M | ﹤0.01% | 102 |
|
|
2024
Q1 | – | Sell |
-662
| Closed | -$315K | – | 107 |
|
|
2023
Q4 | $315K | Buy |
+662
| New | +$315K | ﹤0.01% | 107 |
|