Polen Capital Spdr S&P 500 ETF Trust Transaction History

Polen Capital Management LLC

$39.9 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$467.28 - $523.17 $309,339 - $346,338	-662 Closed	0 $0
Q4 2023 Feb 13, 2024	BUY	$410.68 - $476.69 $271,870 - $315,568	662 New	662 $314,000

Others Institutions Holding SPY

# of Institutions

4,431

Shares Held

557M

Call Options Held

275M

Put Options Held

402M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.2 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.7 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.4 Billion
1.22% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

13.7M
Shares

$7.81 Billion
1.41% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

Track Polen Capital's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polen Capital Management LLC and Polen Capital with notifications on news.