SPY Stock Ownership Activity

SPDR S&P 500 ETF TRUST 13F holders

6 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 2, completely sold out by 1 guru(s), the number of SPY shares has been 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 Bill Miller - Miller Value Partners (new buy).

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

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (6 results)
Bill Miller
Miller Value Partners
buy
+30,044
+5.10%
5.10%
Nathaniel Simons
Meritage Group
buy
+51,554
+1.27%
1.27%
David M. Polen
Polen Capital Management
-44.07%
-2,960
-0.01%
0.02%
Donald Yacktman
Yacktman Asset Management
-88.26%
-28,323
-0.25%
0.03%
Ravenel Boykin Curry IV
Eagle Capital Management
-89.22%
-233,994
-0.51%
0.06%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-6,023
-0.11%
0.00%
Current price: $754.24 15.98% AVG reported price*: $650.33
2025 Q4 (4 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+3,641.50%
+255,269
+0.54%
0.56%
C.T. Fitzpatrick
Vulcan Value Partners
+1,887.79%
+5,720
+0.07%
0.00%
Donald Yacktman
Yacktman Asset Management
+618.40%
+27,624
+0.26%
0.31%
David M. Polen
Polen Capital Management
+167.93%
+4,210
+0.01%
0.02%
Current price: $754.24 10.60% AVG reported price*: $681.93
2025 Q3 (5 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+303
+0.00%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+96.74%
+3,447
+0.01%
0.01%
Donald Yacktman
Yacktman Asset Management
+27.52%
+964
+0.01%
0.04%
David M. Polen
Polen Capital Management
-2.90%
-75
-0.00%
0.01%
Nathaniel Simons
Meritage Group
-100.00%
-106,022
-1.87%
0.00%
Current price: $754.24 13.05% AVG reported price*: $667.18
2025 Q2 (5 results)
Nathaniel Simons
Meritage Group
buy
+106,022
+1.79%
0.00%
David M. Polen
Polen Capital Management
+78.31%
+1,134
+0.00%
0.00%
Francois Rochon
Giverny Capital
-3.62%
-93
-0.00%
0.05%
Donald Yacktman
Yacktman Asset Management
-16.63%
-699
-0.01%
0.03%
Ravenel Boykin Curry IV
Eagle Capital Management
-33.00%
-1,755
-0.00%
0.01%
Current price: $754.24 22.07% AVG reported price*: $617.86
2025 Q1 (5 results)
Francois Rochon
Giverny Capital
-45.98%
-2,185
-0.05%
0.05%
David M. Polen
Polen Capital Management
-84.82%
-8,091
-0.01%
0.00%
Donald Yacktman
Yacktman Asset Management
-89.00%
-34,011
-0.25%
0.03%
Ravenel Boykin Curry IV
Eagle Capital Management
-96.17%
-133,655
-0.27%
0.01%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-13,518
-0.15%
0.00%
Current price: $754.24 34.84% AVG reported price*: $559.36
2024 Q4 (6 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+13,518
+0.13%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+138,973
+0.30%
0.30%
Donald Yacktman
Yacktman Asset Management
+466.87%
+31,472
+0.22%
0.26%
David M. Polen
Polen Capital Management
+412.02%
+7,676
+0.01%
0.02%
Warren Buffett
Berkshire Hathaway
-100.00%
-39,400
-0.01%
0.00%
Nathaniel Simons
Meritage Group
-100.00%
-9,322
-0.13%
0.00%
Current price: $754.24 28.69% AVG reported price*: $586.08
2024 Q3 (3 results)
David M. Polen
Polen Capital Management
buy
+1,863
+0.00%
0.00%
Donald Yacktman
Yacktman Asset Management
+15.88%
+924
+0.01%
0.04%
Nathaniel Simons
Meritage Group
-71.52%
-23,404
-0.31%
0.00%
Current price: $754.24 31.44% AVG reported price*: $573.83
2024 Q2 (3 results)
Nathaniel Simons
Meritage Group
+97.68%
+16,171
+0.22%
0.45%
Donald Yacktman
Yacktman Asset Management
-2.25%
-134
-0.00%
0.03%
Henry Ellenbogen
Durable Capital Partners
-100.00%
-14,306
-0.06%
0.00%
Current price: $754.24 38.59% AVG reported price*: $544.22
2024 Q1 (6 results)
Nathaniel Simons
Meritage Group
-82.77%
-79,514
-0.98%
0.20%
Donald Yacktman
Yacktman Asset Management
-89.71%
-51,863
-0.24%
0.03%
Henry Ellenbogen
Durable Capital Partners
-91.33%
-150,746
-0.61%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-3,472
-0.02%
0.00%
David M. Polen
Polen Capital Management
-100.00%
-662
-0.00%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-63,956
-0.12%
0.00%
Current price: $754.24 44.20% AVG reported price*: $523.06
2023 Q4 (6 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,472
+0.02%
0.00%
Henry Ellenbogen
Durable Capital Partners
buy
+165,052
+0.62%
0.62%
David M. Polen
Polen Capital Management
buy
+662
+0.00%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+63,956
+0.13%
0.00%
Nathaniel Simons
Meritage Group
buy
+96,069
+1.05%
1.05%
Donald Yacktman
Yacktman Asset Management
+609.29%
+49,663
+0.22%
0.26%
Current price: $754.24 58.68% AVG reported price*: $475.31
49 of 204

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.