SPY Stock Ownership Activity

SPDR S&P 500 ETF TRUST 13F holders

3 value investing gurus have made changes to the SPDR S&P 500 ETF TRUST (SPY) position according to the gurus' latest SEC quarterly report(s). SPY has been completely sold out by 1 guru(s), the number of SPY shares has been increased by 2 super investor(s).

Which gurus or hedge funds are buying SPY now?

According to the latest SEC filing(s) SPDR S&P 500 ETF TRUST (SPY) has been bought by 2 gurus: Nathaniel Simons - Meritage Group (added shares +97.68%) and Donald Yacktman - Yacktman Asset Management (added shares +15.88%).

To see more about who is investing in SPDR S&P 500 ETF TRUST (SPY), please go to the SPY ownership page.

2024 Q3 (1 result)
Donald Yacktman
+15.88%
+924
+0.01%
0.04%
Current price: $596.90 4.03% Reported price*: $573.76
2024 Q2 (3 results)
Nathaniel Simons
+97.68%
+16,171
+0.22%
0.45%
Donald Yacktman
-2.25%
-134
-0.00%
0.03%
Henry Ellenbogen
-100.00%
-14,306
-0.06%
0.00%
Current price: $596.90 9.68% AVG reported price*: $544.22
2024 Q1 (6 results)
Nathaniel Simons
-82.77%
-79,514
-0.98%
0.20%
Donald Yacktman
-89.71%
-51,863
-0.24%
0.03%
Henry Ellenbogen
-91.33%
-150,746
-0.61%
0.00%
C.T. Fitzpatrick
-100.00%
-3,472
-0.02%
0.00%
David M. Polen
-100.00%
-662
-0.00%
0.00%
Ravenel Boykin Curry IV
-100.00%
-63,956
-0.12%
0.00%
Current price: $596.90 14.12% AVG reported price*: $523.06
2023 Q4 (6 results)
C.T. Fitzpatrick
buy
+3,472
+0.02%
0.00%
Nathaniel Simons
buy
+96,069
+1.05%
1.05%
Ravenel Boykin Curry IV
buy
+63,956
+0.13%
0.00%
David M. Polen
buy
+662
+0.00%
0.00%
Henry Ellenbogen
buy
+165,052
+0.62%
0.62%
Donald Yacktman
+609.29%
+49,663
+0.22%
0.26%
Current price: $596.90 25.58% AVG reported price*: $475.31
2023 Q3 (2 results)
Donald Yacktman
+96.88%
+4,011
+0.02%
0.03%
Nathaniel Simons
-100.00%
-33,059
-0.40%
0.00%
Current price: $596.90 39.63% AVG reported price*: $427.48
2023 Q2 (4 results)
Donald Yacktman
+19.48%
+675
+0.00%
0.02%
Francois Rochon
-0.19%
-9
-0.00%
0.11%
Nathaniel Simons
-11.99%
-4,502
-0.06%
0.00%
Ravenel Boykin Curry IV
-100.00%
-4,841
-0.01%
0.00%
Current price: $596.90 34.66% AVG reported price*: $443.28
2023 Q1 (6 results)
Nathaniel Simons
-50.64%
-38,534
-0.48%
0.47%
Donald Yacktman
-90.22%
-31,975
-0.13%
0.01%
Ravenel Boykin Curry IV
-98.71%
-371,177
-0.69%
0.00%
Bill Miller
-100.00%
-20,062
-0.48%
0.00%
C.T. Fitzpatrick
-100.00%
-33,614
-0.16%
0.00%
Eric H. Schoenstein
-100.00%
-630
-0.00%
0.00%
Current price: $596.90 45.80% AVG reported price*: $409.39
2022 Q4 (7 results)
C.T. Fitzpatrick
buy
+33,614
+0.17%
0.00%
Eric H. Schoenstein
buy
+630
+0.00%
0.00%
Donald Yacktman
+1,480.03%
+33,197
+0.13%
0.14%
Ravenel Boykin Curry IV
+565.35%
+319,504
+0.58%
0.68%
Nathaniel Simons
+56.07%
+27,337
+0.36%
1.00%
Bill Miller
+2.99%
+582
+0.01%
0.00%
Sarah Ketterer
-100.00%
-2,519
-0.03%
0.00%
Current price: $596.90 56.08% AVG reported price*: $382.43
2022 Q3 (6 results)
Sarah Ketterer
buy
+2,519
+0.03%
0.00%
Donald Yacktman
+113.82%
+1,194
+0.00%
0.01%
Francois Rochon
-0.19%
-9
-0.00%
0.12%
Bill Miller
-11.19%
-2,454
-0.05%
0.42%
Nathaniel Simons
-47.93%
-44,877
-0.57%
0.62%
Ravenel Boykin Curry IV
-67.39%
-116,774
-0.19%
0.09%
Current price: $596.90 67.11% AVG reported price*: $357.19
2022 Q2 (5 results)
Nathaniel Simons
buy
+93,635
+1.02%
1.02%
Ravenel Boykin Curry IV
buy
+173,288
+0.28%
0.28%
Bill Miller
buy
+21,934
+0.46%
0.46%
Donald Yacktman
+112.35%
+555
+0.00%
0.00%
Henry Ellenbogen
-100.00%
-459,911
-2.38%
0.00%
Current price: $596.90 58.20% AVG reported price*: $377.32
46 of 171

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.