Empfehlung
18,0
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
27.2
2 neu, 6 erhöht, -20123K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | SPDR S&P 500 ETF TRUST |
|---|---|
| Ticker | SPY |
| CIK | 0000884394 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | 4963989UQ |
|---|---|
| ISIN | US4963989UQ5 |
| Typ | ETP |
| Titel | SPDR S&P 500 ETF TRUST 09/30/2021 USD375 |
Status
| Zuletzt geprüft | 2026-03-20 10:01:08.206321 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Sageworth Trust Co | 260,682 | 277,775 | -17,093 | 177,764,269 | Reduziert | -6,2% | |
| SVB WEALTH LLC | 35,942 | 41,956 | -6,014 | 24,509,433 | Reduziert | -14,3% | |
| Moloney Securities Asset Management, LLC | 27,371 | 16,994 | 10,377 | 18,234,008 | Aufgestockt | +61,1% | |
| Sequent Asset Management, LLC | 19,909 | 20,012 | -103 | 13,576,000 | Reduziert | -0,5% | |
| NORTHSTAR ASSET MANAGEMENT Co | 17,678 | 17,753 | -75 | 12,054,982 | Reduziert | -0,4% | |
| Sandhill Capital Partners LLC | 16,910 | 0 | 16,910 | 11,531,267 | Neu | +100,0% | |
| Corundum Group, Inc. | 12,277 | 11,920 | 357 | 8,371,932 | Aufgestockt | +3,0% | |
| EVERETT HARRIS & CO /CA/ | 7,387 | 6,436 | 951 | 5,037,434 | Aufgestockt | +14,8% | |
| Ramsay, Stattman, Vela & Price, Inc. | 6,993 | 6,111 | 882 | 4,768,667 | Aufgestockt | +14,4% | |
| Mengis Capital Management, Inc. | 6,568 | 6,699 | -131 | 4,478,859 | Reduziert | -2,0% | |
| Curbstone Financial Management Corp | 6,499 | 6,767 | -268 | 4,431,799 | Reduziert | -4,0% | |
| Councilmark Asset Management, LLC | 6,245 | 6,245 | 0 | 4,258,590 | Unverändert | 0,0% | |
| NORTH STAR ASSET MANAGEMENT INC | 6,083 | 6,049 | 34 | 4,148,119 | Aufgestockt | +0,6% | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3,929 | 4,835 | -906 | 2,678,938 | Reduziert | -18,7% | |
| EdgeRock Capital LLC | 3,969 | 0 | 3,969 | 2,643,905 | Neu | +100,0% | |
| AMI ASSET MANAGEMENT CORP | 3,701 | 3,662 | 39 | 2,524,074 | Aufgestockt | +1,1% | |
| BARR E S & CO | 3,663 | 3,663 | 0 | 2,497,607 | Unverändert | 0,0% | |
| Sterling Investment Advisors, Ltd. | 3,238 | 3,358 | -120 | 2,207,967 | Reduziert | -3,6% | |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1,564 | 0 | 1,564 | 1,066,523 | Neu | +100,0% | |
| NICHOLS & PRATT ADVISERS LLP /MA | 1,486 | 1,486 | 0 | 989,943 | Unverändert | 0,0% | |
| Sageworth Trust Co of South Dakota | 1,110 | 1,110 | 0 | 756,931 | Unverändert | 0,0% | |
| Azimuth Capital Investment Management LLC | 982 | 990 | -8 | 669,645 | Reduziert | -0,8% | |
| CHECK CAPITAL MANAGEMENT INC/CA | 965 | 965 | 0 | 658,053 | Unverändert | 0,0% | |
| Altrius Capital Management Inc | 929 | 948 | -19 | 633,659 | Reduziert | -2,0% | |
| Pinnacle Holdings, LLC | 904 | 0 | 904 | 558,556 | Neu | +100,0% | |
| ACADEMY CAPITAL MANAGEMENT | 745 | 837 | -92 | 496,417 | Reduziert | -11,0% | |
| Corundum Trust Company, INC | 662 | 1,616 | -954 | 451,431 | Reduziert | -59,0% | |
| HWG Holdings LP | 572 | 0 | 572 | 353,410 | Neu | +100,0% | |
| DF DENT & CO INC | 406 | 406 | 0 | 276,860 | Unverändert | 0,0% | |
| WBI INVESTMENTS, LLC | 354 | 356 | -2 | 241,393 | Reduziert | -0,6% | |
| Stuart Chaussee & Associates, Inc. | 130 | 0 | 130 | 86,603 | Neu | +100,0% | |
| Capco Asset Management, LLC | 113 | 113 | 0 | 77,057 | Unverändert | 0,0% | |
| DB Fitzpatrick & Co, Inc | 39 | 39 | 0 | 26,595 | Unverändert | 0,0% | |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 30,932 | 30,904 | 28 | 21,093 | Aufgestockt | +0,1% | |
| SlateStone Wealth, LLC | 19,401 | 20,743 | -1,342 | 13,230 | Reduziert | -6,5% | |
| ZEVIN ASSET MANAGEMENT LLC | 16,863 | 16,586 | 277 | 11,234 | Aufgestockt | +1,7% | |
| ABNER HERRMAN & BROCK LLC | 12,730 | 12,958 | -228 | 8,681 | Reduziert | -1,8% | |
| Ancora Advisors LLC | 59 | 1,139 | -1,080 | 8,091 | Reduziert | -94,8% | |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11,303 | 11,517 | -214 | 7,708 | Reduziert | -1,9% | |
| SONATA CAPITAL GROUP INC | 7,071 | 7,053 | 18 | 4,710 | Aufgestockt | +0,3% | |
| Bull Street Advisors, LLC | 4,442 | 4,487 | -45 | 3,029 | Reduziert | -1,0% | |
| Tufton Capital Management | 4,312 | 4,516 | -204 | 2,940 | Reduziert | -4,5% | |
| CHICKASAW CAPITAL MANAGEMENT LLC | 3,693 | 3,693 | 0 | 2,518 | Unverändert | 0,0% | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 3,401 | 3,584 | -183 | 2,319 | Reduziert | -5,1% | |
| DOHENY ASSET MANAGEMENT /CA | 2,000 | 2,000 | 0 | 1,364 | Unverändert | 0,0% | |
| Bollard Group LLC | 800 | 0 | 800 | 494 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Sageworth Trust Co | 260,682 | 177,764,269 | 61.35 |
| SVB WEALTH LLC | 35,942 | 24,509,433 | 8.46 |
| Sequent Asset Management, LLC | 19,909 | 13,576,000 | 4.69 |
| NORTHSTAR ASSET MANAGEMENT Co | 17,678 | 12,054,982 | 4.16 |
| Sandhill Capital Partners LLC | 16,910 | 11,531,267 | 3.98 |
| Corundum Group, Inc. | 12,277 | 8,371,932 | 2.89 |
| EVERETT HARRIS & CO /CA/ | 7,387 | 5,037,434 | 1.74 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,993 | 4,768,667 | 1.65 |
| Mengis Capital Management, Inc. | 6,568 | 4,478,859 | 1.55 |
| Curbstone Financial Management Corp | 6,499 | 4,431,799 | 1.53 |
| Councilmark Asset Management, LLC | 6,245 | 4,258,590 | 1.47 |
| NORTH STAR ASSET MANAGEMENT INC | 6,083 | 4,148,119 | 1.43 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3,929 | 2,678,938 | 0.92 |
| AMI ASSET MANAGEMENT CORP | 3,701 | 2,524,074 | 0.87 |
| BARR E S & CO | 3,663 | 2,497,607 | 0.86 |
| Sterling Investment Advisors, Ltd. | 3,238 | 2,207,967 | 0.76 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1,564 | 1,066,523 | 0.37 |
| Sageworth Trust Co of South Dakota | 1,110 | 756,931 | 0.26 |
| Azimuth Capital Investment Management LLC | 982 | 669,645 | 0.23 |
| CHECK CAPITAL MANAGEMENT INC/CA | 965 | 658,053 | 0.23 |