SPY
SPDR S&P 500 ETF TRUSTMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates | Q3 2013 | 52Q | $136 | $759 | +457% |
| JANA Partners re-entered | Q3 2013 | 52Q | $136 | $759 | +459% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
| Soros Fund Management re-entered | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $533 | $759 | +43% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 3× in & out | Q1 2026 | Q2 2026 | → $748 | +10% |
| Berkshire Hathaway | Q1 2020 | Q1 2025 | → $601 | +95% |
| Greenlight Capital | Q3 2021 | Q4 2021 | → $439 | +5% |
| Appaloosa | Q2 2016 | Q2 2017 | → $207 | +19% |
| Maverick Capital | Q4 2016 | Q1 2017 | → $202 | +9% |
| Third Point | Q1 2015 | Q2 2015 | → $177 | +2% |
| Duquesne Family Office 2× in & out | Q3 2014 | Q4 2014 | → $168 | +5% |
Fundamentals
XBRL · SPDR S&P 500 ETF TRUSTNot enough XBRL history to plot. SPDR S&P 500 ETF TRUSThasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SPDR S&P 500 ETF TRUST — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $739 | $756 | +2% |
| Renaissance Technologies | Q1 2026 | Q2 2026 | $679 | $748 | +10% |
| Renaissance Technologies | Q3 2025 | Q4 2025 | $639 | $668 | +4% |
| Soros Fund Management | Q1 2025 | open | $601 | $756 | +26% |
| Citadel Advisors | Q3 2024 | open | $533 | $756 | +42% |
| Soros Fund Management | Q3 2024 | Q4 2024 | $533 | $583 | +9% |
| Two Sigma Investments | Q3 2024 | open | $533 | $756 | +42% |
| D.E. Shaw | Q3 2024 | open | $533 | $756 | +42% |
| AQR Capital Management | Q3 2024 | open | $533 | $756 | +42% |
| Millennium Management | Q3 2024 | open | $533 | $756 | +42% |
| Point72 Asset Management | Q3 2024 | Q4 2025 | $533 | $668 | +25% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $522 | $601 | +15% |
| Greenlight Capital | Q3 2021 | Q4 2021 | $419 | $439 | +5% |
| Berkshire Hathaway | Q1 2020 | Q1 2025 | $309 | $601 | +95% |
| JANA Partners | Q2 2018 | open | $240 | $756 | +216% |
| JANA Partners | Q3 2017 | Q4 2017 | $215 | $226 | +5% |
| Maverick Capital | Q4 2016 | Q1 2017 | $186 | $202 | +9% |
| JANA Partners | Q4 2016 | Q1 2017 | $186 | $202 | +9% |
| Appaloosa | Q2 2016 | Q2 2017 | $174 | $207 | +19% |
| JANA Partners | Q1 2016 | Q3 2016 | $160 | $187 | +17% |
| Third Point | Q1 2015 | Q2 2015 | $174 | $177 | +2% |
| Duquesne Family Office | Q3 2014 | Q4 2014 | $160 | $168 | +5% |
| Duquesne Family Office | Q1 2014 | Q2 2014 | $149 | $154 | +3% |
| JANA Partners | Q3 2013 | Q4 2013 | $136 | $145 | +7% |
| Bridgewater Associates | Q3 2013 | open | $136 | $759 | +457% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.