SPY SPDR S&P 500 ETF TR

Ownership history in Bridgewater Associates, LP  ·  70 quarters on record

This page tracks every 13F SEC filing in which Bridgewater Associates, LP reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
29.28% (2013 Q3)
Avg. % of fund
11.99%
First filed
2005 Q4
Last filed
2025 Q4
Quarters held
70
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,455,413 +1,890,325 +73.7% 11.08% $3.04B $680.06
2025 Q3 REDUCED 2,565,088 -45,272 -1.7% 6.69% $1.71B $662.41
2025 Q2 REDUCED 2,610,360 -731,882 -21.9% 6.51% $1.61B $612.65
2025 Q1 REDUCED 3,342,242 -4,889,807 -59.4% 8.67% $1.87B $553.05
2024 Q4 ADDED 8,232,049 +7,395,084 +883.6% 22.12% $4.82B $577.70
2024 Q3 ADDED 836,965 +124,772 +17.5% 2.72% $480.2M $563.66
2024 Q2 REDUCED 712,193 -2,201 -0.3% 2.02% $387.6M $533.00
2024 Q1 REDUCED 714,394 -108,857 -13.2% 1.89% $373.7M $510.64
2023 Q4 REDUCED 823,251 -172,724 -17.3% 2.19% $391.3M $462.58
2023 Q3 REDUCED 995,975 -39,807 -3.8% 2.57% $425.8M $414.35
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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