SPDR S&P 500 ETF TRUST (SPY) Stock Institutional Trading Activity


SPDR S&P 500 ETF TRUST (SPY) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Eagle Capital Management, Renaissance Technologies LLC, Yacktman Asset Management, Vulcan Value Partners, and Polen Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Yacktman Asset ManagementBuy27,62432,091$21,883,495
Q4 2025Vulcan Value PartnersBuy5,7206,023$4,144
Q4 2025Eagle Capital ManagementSell-22238,480$26,240
Q4 2025Polen Capital ManagementBuy4,2106,717$4,580,746
Q4 2025Mairs & Power Growth FundBuy6127,054$18,448,664
Q4 2025Renaissance Technologies LLCBuy136,680144,480$98,523,802
Q4 2025Eagle Capital ManagementBuy255,269262,279$178,853,142
Q3 2025Yacktman Asset ManagementBuy9644,467$2,975,826
Q3 2025Eagle Capital ManagementSell-1038,702$25,782
Q3 2025Vulcan Value PartnersSell-13,215303$203,095
Q3 2025Polen Capital ManagementSell-752,507$1,669,791
Q3 2025Eagle Capital ManagementBuy3,4477,010$4,670,202
Q3 2025Mairs & Power Growth FundSell-79726,993$17,982,247
Q3 2025Sequoia Financial AdvisorsSell-689151,309$100,799,210
Q2 2025Yacktman Asset ManagementSell-6993,503$2,164,329
Q2 2025Giverny CapitalSell-932,474$1,528,561
Q2 2025Eagle Capital ManagementBuy30138,712$23,918
Q2 2025Polen Capital ManagementBuy1,1342,582$1,595,411
Q2 2025Eagle Capital ManagementSell-1,7553,563$2,201,372
Q2 2025Renaissance Technologies LLCSell-52,1007,800$4,819,230
Q2 2025Mairs & Power Growth FundBuy18,84627,790$17,170,098
Q2 2025Meritage GroupBuy96,700106,022$65,505,693
Q2 2025Sequoia Financial AdvisorsSell-1,335151,998$93,911,897
Q2 2025ARK InvestSell-11$556
Q1 2025Yacktman Asset ManagementSell-34,0114,202$2,350,557
Q1 2025Giverny CapitalSell-2,1852,567$1,435,954
Q1 2025Eagle Capital ManagementSell-6,74238,411$21,487
Q1 2025Polen Capital ManagementSell-8,0911,448$809,812
Q1 2025Eagle Capital ManagementSell-133,6555,318$2,974,836
Q1 2025Mairs & Power Growth FundSell-728,944$5,003,227

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.