SPDR S&P 500 ETF TRUST (SPY) Institutional Ownership Changes & 13F Activity

SPDR S&P 500 ETF TRUST (SPY) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Eagle Capital Management, Meritage Group, Yacktman Asset Management, First Eagle U.S. Value, and Miller Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Eagle Capital ManagementSell-233,99428,285$18,394,577
Q1 2026Meritage GroupSell-54,46851,554$33,527,628
Q1 2026Yacktman Asset ManagementSell-28,3233,768$2,450,481
Q1 2026First Eagle U.S. ValueSell-26,00017,000$11,055,780
Q1 2026Miller Value PartnersBuy9,98230,044$19,538,815
Q1 2026Polen Capital ManagementSell-2,9603,757$2,443,256
Q1 2026Alapocas Investment PartnersBuy348348$226,318
Q1 2026Eagle Capital ManagementSell-24538,235$24,866
Q1 2026Sequoia Financial AdvisorsBuy207158,417$103,024,575
Q1 2026Mairs & Power Growth FundBuy12627,180$17,676,384
Q1 2026ARK InvestSell-4028$17,910
Q4 2025Eagle Capital ManagementBuy255,269262,279$178,853,142
Q4 2025Renaissance Technologies LLCBuy136,680144,480$98,523,802
Q4 2025Yacktman Asset ManagementBuy27,62432,091$21,883,495
Q4 2025Sequoia Financial AdvisorsBuy6,901158,210$107,886,845
Q4 2025Vulcan Value PartnersBuy5,7206,023$4,144
Q4 2025Polen Capital ManagementBuy4,2106,717$4,580,746
Q4 2025Hillman Value FundBuy4406,676$4,552,498
Q4 2025Eagle Capital ManagementSell-22238,480$26,240
Q4 2025ARK InvestBuy6768$46,541
Q4 2025Mairs & Power Growth FundBuy6127,054$18,448,664
Q3 2025Vulcan Value PartnersSell-13,215303$203,095
Q3 2025Eagle Capital ManagementBuy3,4477,010$4,670,202
Q3 2025Yacktman Asset ManagementBuy9644,467$2,975,826
Q3 2025Mairs & Power Growth FundSell-79726,993$17,982,247
Q3 2025Sequoia Financial AdvisorsSell-689151,309$100,799,210
Q3 2025Polen Capital ManagementSell-752,507$1,669,791
Q3 2025Eagle Capital ManagementSell-1038,702$25,782
Q2 2025Meritage GroupBuy96,700106,022$65,505,693
Q2 2025Renaissance Technologies LLCSell-52,1007,800$4,819,230

Frequently asked questions about SPY activity

  • Which institutional owners are buying SPY?

    Institutional owners buying SPY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPY activity?

    "Buy" means an investor increased their reported position in SPY compared to the prior reporting period. This reflects growing exposure to SPDR S&P 500 ETF TRUST (SPY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPY increasing?

    Institutional interest in SPY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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