This article first appeared on GuruFocus.

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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What did SPY buy on Tuesday?

Its largest buys by dollar value were AAPL ($153.4 million), NVDA ($123.0 million) and MSFT ($119.5 million).

Stock

Shares changed

Value

Position

APPLE INC (AAPL)

+440,215

$153.4M

7.85% of fund

NVIDIA CORP (NVDA)

+728,320

$123.0M

6.30% of fund

MICROSOFT CORP (MSFT)

+224,045

$119.5M

6.11% of fund

AMAZON.COM INC (AMZN)

+296,280

$80.3M

4.10% of fund

ALPHABET INC CL A (GOOGL)

+186,505

$53.6M

2.60% of fund

What did SPY sell on Tuesday?

Its largest sells by dollar value were STE ($3.5 million), APA ($3.4 million) and TSCO ($3.2 million).

Stock

Shares changed

Value

Position

STERIS PLC (STE)

-13,520

-$3.5M

0.04% of fund

APA CORP (APA)

-75,190

-$3.4M

0.02% of fund

TRACTOR SUPPLY COMPANY (TSCO)

-86,545

-$3.2M

0.03% of fund

CITIZENS FINANCIAL GROUP (CFG)

-47,535

-$3.1M

0.04% of fund

TWILIO INC A (TWLO)

-14,025

-$3.0M

0.05% of fund

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.

How does SPY invest?

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%.

SPDR S&P 500 ETF Trust (SPY) at a glance

Measure

Value

Category

Equity US

Asset class

Equity

Holdings

503

Top 10 holdings

37.1% of assets

Largest sectors

Technology 36.5%, Financial Services 12.4%, Healthcare 10.5%

Expense ratio

0.09%

Market-cap mix

Large 99.9%, mid 0.1%, small 0.0%

GF Score

88/100

P/E

19.33

P/B

4.37

Dividend yield

0.99%

Year-to-date return

+12.29%

Top holdings

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.

What should investors watch next for SPY?

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.

What else did ETFs trade on Tuesday?

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