SPY Stock Ownership Activity

SPDR S&P 500 ETF TRUST 13F holders

5 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 bought (as a new position) by 1 guru(s), the number of SPY shares has been increased by 1, decreased by 3 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 (new buy) and David M. Polen - Polen Capital Management (added shares +78.31%).

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

2025 Q2 (5 results)
Nathaniel Simons
buy
+106,022
+1.79%
1.79%
David M. Polen
+78.31%
+1,134
+0.00%
0.00%
Francois Rochon
-3.62%
-93
-0.00%
0.05%
Donald Yacktman
-16.63%
-699
-0.01%
0.03%
Ravenel Boykin Curry IV
-33.00%
-1,755
-0.00%
0.01%
Current price: $645.31 4.44% AVG reported price*: $617.86
2025 Q1 (5 results)
Francois Rochon
-45.98%
-2,185
-0.05%
0.05%
David M. Polen
-84.82%
-8,091
-0.01%
0.00%
Donald Yacktman
-89.00%
-34,011
-0.25%
0.03%
Ravenel Boykin Curry IV
-96.17%
-133,655
-0.27%
0.01%
C.T. Fitzpatrick
-100.00%
-13,518
-0.15%
0.00%
Current price: $645.31 15.37% AVG reported price*: $559.36
2024 Q4 (6 results)
C.T. Fitzpatrick
buy
+13,518
+0.13%
0.00%
Ravenel Boykin Curry IV
buy
+138,973
+0.30%
0.30%
Donald Yacktman
+466.87%
+31,472
+0.22%
0.26%
David M. Polen
+412.02%
+7,676
+0.01%
0.02%
Warren Buffett
-100.00%
-39,400
-0.01%
0.00%
Nathaniel Simons
-100.00%
-9,322
-0.13%
0.00%
Current price: $645.31 10.11% AVG reported price*: $586.08
2024 Q3 (3 results)
David M. Polen
buy
+1,863
+0.00%
0.00%
Donald Yacktman
+15.88%
+924
+0.01%
0.04%
Nathaniel Simons
-71.52%
-23,404
-0.31%
0.00%
Current price: $645.31 12.46% AVG reported price*: $573.83
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: $645.31 18.58% 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: $645.31 23.37% AVG reported price*: $523.06
2023 Q4 (6 results)
C.T. Fitzpatrick
buy
+3,472
+0.02%
0.00%
David M. Polen
buy
+662
+0.00%
0.00%
Henry Ellenbogen
buy
+165,052
+0.62%
0.62%
Ravenel Boykin Curry IV
buy
+63,956
+0.13%
0.00%
Nathaniel Simons
buy
+96,069
+1.05%
1.05%
Donald Yacktman
+609.29%
+49,663
+0.22%
0.26%
Current price: $645.31 35.77% 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: $645.31 50.96% 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: $645.31 45.58% 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: $645.31 57.63% AVG reported price*: $409.39
46 of 189

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.