ValuationViz

SPYG fund manager activity

SPDR SERIES TRUST PRTFLO S &P50. Reported by 3 tracked fund managers in their 13F filings, Q3 2018 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsNo change3,047$375,0250.03%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementTrimmed1,956$232,8530.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementNo change52,300$6,223,1770.01%Aug 14, 2026
David Katz - Matrix Asset AdvisorsNo change3,047$362,5630.03%Jul 15, 2026

Older quarters