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.

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementAdded5,027$492,2080.00%May 5, 2026
Joel Greenblatt - Gotham Asset ManagementNo change52,300$5,120,6930.02%May 15, 2026
David Katz - Matrix Asset AdvisorsAdded3,047$298,3320.03%Apr 22, 2026

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementTrimmed3,436$366,6720.00%Feb 9, 2026
Joel Greenblatt - Gotham Asset ManagementNew52,300$5,580,4100.02%Feb 17, 2026
David Katz - Matrix Asset AdvisorsNo change2,998$319,8870.03%Jan 16, 2026

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