13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
0

SPY

STATE STR SPDR S&P 500 ETF T

Consensus score 0/100 · #297 this quarter · tier-weighted across tracked managers

↑ConfirmedPrice action since filingas of 2026-08-14
vs 50-day avg
+5.4%
21-day momentum
+4.7%
recent volume
0.78×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+11.2%
30-wk MA slope
+1.7%
rel. strength
+0.0
52-wk range
98%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
0.1%
of their portfolios
Combined value
$57M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Eagle Capital
Quality value
0.1%
ADD
Giverny Capital
Quality compounder
0.1%
TRIM
Yacktman Asset Management
Quality value
0.0%
TRIM
Polen Capital
Quality growth
0.0%
ADD
Horizon Kinetics
Franchise/inflation
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.