Asset Manager
← All Institutions
Spider Management Company, LLC
5800 PATTERSON AVE SUITE 300, RICHMOND, VA 23226 • 804-289-6010
Market Value
$264M
+13.8%
Holdings
4
New Purchases
0
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 76.42% | 57.93% | +18.49% | $202M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Technology | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $202M | 76.4% |
| Large Cap | 2 | $62M | 23.6% |
| Small Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$217.3B
Median Market Cap
$50.1B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
0.08%
Avg Beta
0.81
# Stocks
1
# ETFs / Funds
3