What SPDR S&P 500 ETF (SPY) Bought: Apple Leads on Nov. 10 GuruFocus News Thu, November 12, 2026 at 6:04 AM EST 3 min read SPY -0.41% AAPL +0.27% GOOGM 0.00% NVDA -7.16% MSFT -0.01% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
SPDR S&P 500 ETF Trust (SPY) was the only ETF in this report buying versus selling on Tuesday, Nov. 10, with 489 positions increased and 13 decreased. SPY recorded $2.02 billion in gross ETF activity, buying $1.96 billion more than it sold against $805.69 billion in assets.
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Its largest buys by dollar value were AAPL ($153.4 million), NVDA ($123.0 million) and MSFT ($119.5 million).
Its largest sells by dollar value were STE ($3.5 million), APA ($3.4 million) and TSCO ($3.2 million).
Apple (AAPL) led the buys with a $153.4 million increase, followed by Nvidia (NVDA) at $123.0 million and Microsoft (MSFT) at $119.5 million; Amazon (AMZN) added $80.3 million and Alphabet (GOOGL) $53.6 million. None of the largest buys were new positions. The biggest reductions were small: Steris (STE) at $3.5 million, APA (APA) at $3.4 million, Tractor Supply (TSCO) at $3.2 million, Citizens Financial (CFG) at $3.1 million and Twilio (TWLO) at $3.0 million, with no exits.
SPY is an Equity US fund in the Equity asset class holding 503 stocks, with 37.1% of assets in its 10 largest holdings. Technology accounts for 36.5% of classified stocks, Financial Services 12.4% and Healthcare 10.5%, and the mix is 99.9% large-cap and 0.1% mid-cap. It charges an expense ratio of 0.09%, and its top holdings are Apple at 7.85%, Nvidia at 6.3%, Microsoft at 6.11%, Amazon at 4.1% and Alphabet at 2.6%. The fund has a GF Score of 88, a P/E of 19.33, a P/B of 4.37, a dividend yield of 0.99% and a year-to-date return of 12.29%.
Technology 36.5%, Financial Services 12.4%, Healthcare 10.5%
AAPL (7.85%), NVDA (6.30%), MSFT (6.11%), AMZN (4.10%), GOOGL (2.60%)
Holdings, performance and fees for SPY are on its fund summary page; the ETF Screener lines it up against its peers. For the stock behind its biggest buy, see AAPL's GF Value page and guru trades.
Watch whether SPY's next update keeps the broad increases concentrated in Apple, Nvidia and Microsoft, and whether the modest cuts in smaller holdings grow into full exits.
Based on holdings changes reported by SPDR S&P 500 ETF Trust (SPY) for Nov. 10, 2026, US-listed stocks only.
Sector Trends: Technology bought most, Utilities sold most on Nov. 10
Apple (NASDAQ:AAPL) Sees $460.3 Million in Net ETF Buying on Nov. 10
ETFs Are Buying Microsoft (NASDAQ:MSFT) on Nov. 10
NVIDIA (NASDAQ:NVDA) Sees $115.9 Million in Net ETF Buying on Tuesday
Broadcom (AVGO) Sees $125.4 Million in Net ETF Buying on Nov. 10
