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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Interest Coverage 3.10
SPY's Interest Coverage is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 3.10 )
SPY' s 10-Year Interest Coverage Range
Min: 0   Max: 0
Current: 3.1

F-Score: 5
Z-Score: 4.86
M-Score: -1.38
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 14.24
SPY's Operating margin (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 14.24 )
SPY' s 10-Year Operating margin (%) Range
Min: 0   Max: 0
Current: 14.24

» Details

Guru Trades

Q3 2013

SPY Guru Trades in Q3 2013

John Burbank 32,820 sh (New)
Steven Cohen 250,016 sh (+653.29%)
George Soros 91,734 sh (+250.71%)
Louis Moore Bacon 157,467 sh (+162.45%)
Manning & Napier Advisors, Inc 31,556 sh (+29.34%)
Bill Frels 32,215 sh (+19.23%)
Ray Dalio 20,689,200 sh (+4.39%)
John Keeley 463,501 sh (+0.06%)
Paul Tudor Jones 925,500 sh (unchged)
Paul Singer 3,500,000 sh (unchged)
Louis Moore Bacon 2,200,000 sh (unchged)
Paul Tudor Jones 551,300 sh (unchged)
George Soros 2,794,100 sh (unchged)
David Tepper 466,853 sh (unchged)
Steven Cohen 3,685,000 sh (unchged)
Steven Cohen 2,348,100 sh (unchged)
Louis Moore Bacon 4,800,000 sh (unchged)
Joel Greenblatt 177,321 sh (-33.7%)
Jim Chanos 37,520 sh (-51.9%)
Murray Stahl 3,573 sh (-52.96%)
David Tepper 3,837,366 sh (-53.13%)
Ken Fisher 11,875 sh (-68.12%)
» More
Q4 2013

SPY Guru Trades in Q4 2013

Eric Mindich 266,355 sh (New)
Donald Yacktman 1,870 sh (New)
Chris Davis 112,890 sh (New)
Stanley Druckenmiller 54,400 sh (New)
Murray Stahl 45,532 sh (+1174.34%)
David Tepper 11,397,099 sh (+197%)
Jim Chanos 75,630 sh (+101.57%)
Steven Cohen 303,769 sh (+21.5%)
Joel Greenblatt 179,607 sh (+1.29%)
George Soros 7,090,000 sh (unchged)
David Tepper 35,902 sh (unchged)
Caxton Associates 2,000,000 sh (unchged)
Louis Moore Bacon 862,200 sh (unchged)
George Soros 405,000 sh (unchged)
Steven Cohen 2,950,000 sh (unchged)
Steven Cohen 2,585,000 sh (unchged)
Louis Moore Bacon 6,100,000 sh (unchged)
Ray Dalio 19,186,800 sh (-7.26%)
Bill Frels 27,493 sh (-14.66%)
Manning & Napier Advisors, Inc 24,947 sh (-20.94%)
Ken Fisher 9,216 sh (-22.39%)
Louis Moore Bacon 50,000 sh (-68.25%)
John Burbank 9,000 sh (-72.58%)
John Keeley 12,379 sh (-97.33%)
» More
Q1 2014

SPY Guru Trades in Q1 2014

Jean-Marie Eveillard 22,500 sh (New)
Frank Sands 240,000 sh (New)
Caxton Associates 187,500 sh (New)
George Soros 24,287 sh (New)
Paul Tudor Jones 77,000 sh (New)
Louis Moore Bacon 435,000 sh (+770%)
John Burbank 27,000 sh (+200%)
Joel Greenblatt 284,014 sh (+58.13%)
Louis Moore Bacon 625,000 sh (unchged)
Caxton Associates 200,000 sh (unchged)
Steven Cohen 15,000 sh (unchged)
George Soros 1,600,000 sh (unchged)
Steven Cohen 3,115,000 sh (unchged)
David Tepper 6,000,000 sh (unchged)
Paul Tudor Jones 1,186,400 sh (unchged)
Paul Tudor Jones 1,286,200 sh (unchged)
Louis Moore Bacon 25,000 sh (unchged)
George Soros 355,000 sh (unchged)
Ray Dalio 19,115,300 sh (-0.37%)
Bill Frels 26,861 sh (-2.3%)
John Keeley 11,643 sh (-5.95%)
Jim Chanos 69,690 sh (-7.85%)
Ken Fisher 6,944 sh (-24.65%)
Manning & Napier Advisors, Inc 13,012 sh (-47.84%)
David Tepper 4,814,613 sh (-57.76%)
Steven Cohen 9,988 sh (-96.71%)
» More
Q2 2014

SPY Guru Trades in Q2 2014

Stanley Druckenmiller 51,100 sh (New)
Jean-Marie Eveillard 133,830 sh (+494.8%)
George Soros 67,632 sh (+178.47%)
Louis Moore Bacon 542,000 sh (+24.6%)
Bill Frels 29,551 sh (+10.01%)
John Keeley 12,383 sh (+6.36%)
Jim Chanos 71,420 sh (+2.48%)
Steven Cohen 6,535,000 sh (unchged)
Paul Tudor Jones 594,100 sh (unchged)
Caxton Associates 2,000,000 sh (unchged)
Louis Moore Bacon 525,000 sh (unchged)
George Soros 2,100,000 sh (unchged)
Steven Cohen 1 sh (unchged)
Steven Cohen 770,000 sh (unchged)
Paul Tudor Jones 2,985,700 sh (unchged)
Louis Moore Bacon 900,000 sh (unchged)
George Soros 11,290,500 sh (unchged)
Ray Dalio 19,115,300 sh (unchged)
John Burbank 560,000 sh (unchged)
Manning & Napier Advisors, Inc 12,607 sh (-3.11%)
John Burbank 22,000 sh (-18.52%)
Ken Fisher 5,637 sh (-18.82%)
Frank Sands 128,000 sh (-46.67%)
David Tepper 1,332,966 sh (-72.31%)
» More
» Details

Insider Trades

Latest Guru Trades with SPY

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Frank Sands 2014-06-30 Reduce -46.67%0.06%$181.51 - $196.48 $ 201.556%128000
George Soros 2014-06-30 Add 178.47%0.06%$181.51 - $196.48 $ 201.556%67632
Jean-Marie Eveillard 2014-06-30 Add 494.8%0.05%$181.51 - $196.48 $ 201.556%133830
Joel Greenblatt 2014-03-31 Add 58.13%0.29%$174.17 - $188.26 $ 201.5510%284014
Frank Sands 2014-03-31 New Buy0.12%$174.17 - $188.26 $ 201.5510%240000
Ray Dalio 2014-03-31 Reduce -0.37%0.11%$174.17 - $188.26 $ 201.5510%19115300
John Burbank 2014-03-31 Add 200%0.09%$174.17 - $188.26 $ 201.5510%27000
George Soros 2014-03-31 New Buy0.05%$174.17 - $188.26 $ 201.5510%24287
Jean-Marie Eveillard 2014-03-31 New Buy0.01%$174.17 - $188.26 $ 201.5510%22500
Ray Dalio 2013-12-31 Reduce -7.26%2.13%$165.48 - $183.86 $ 201.5514%19186800
John Keeley 2013-12-31 Reduce -97.33%1.36%$165.48 - $183.86 $ 201.5514%12379
John Burbank 2013-12-31 Reduce -72.58%0.13%$165.48 - $183.86 $ 201.5514%9000
Donald Yacktman 2013-12-31 New Buy$165.48 - $183.86 $ 201.5514%1870
Ray Dalio 2013-09-30 Add 4.39%1.23%$161.21 - $173.05 $ 201.5520%20689200
Joel Greenblatt 2013-09-30 Reduce -33.7%0.61%$161.21 - $173.05 $ 201.5520%177321
John Burbank 2013-09-30 New Buy0.18%$161.21 - $173.05 $ 201.5520%32820
George Soros 2013-09-30 Add 250.71%0.12%$161.21 - $173.05 $ 201.5520%91734
Premium More recent guru trades are included for Premium Members only!!
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Ratios

vs
industry
vs
history
EV-to-EBIT 24.40
SPY's EV-to-EBIT is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 24.40 )
SPY' s 10-Year EV-to-EBIT Range
Min: 0   Max: 0
Current: 24.4

PEG 1.20
SPY's PEG is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 1.20 )
SPY' s 10-Year PEG Range
Min: 0   Max: 1.2
Current: 1.2

0
1.2

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.00
SPY's Dividend Yield is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 2.00 )
SPY' s 10-Year Dividend Yield Range
Min: 0   Max: 0
Current: 2

Yield on cost (5-Year) 2.00
SPY's Yield on cost (5-Year) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 2.00 )
SPY' s 10-Year Yield on cost (5-Year) Range
Min: 0   Max: 0
Current: 2

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 1.80
SPY's Price/Median PS Value is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 1.80 )
SPY' s 10-Year Price/Median PS Value Range
Min: 0   Max: 0
Current: 1.8

Earnings Yield (Greenblatt) 4.10
SPY's Earnings Yield (Greenblatt) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 4.10 )
SPY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0   Max: 4.3
Current: 4.1

0
4.3
Forward Rate of Return (Yacktman) 7.11
SPY's Forward Rate of Return (Yacktman) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. SPY: 7.11 )
SPY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0   Max: 0
Current: 7.11

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