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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2018 | Giverny Capital | Sell | -7 | 5,295 | $1,323 |
| Q3 2018 | Eagle Capital Management | Sell | -58,106 | 2,900 | $843 |
| Q3 2018 | Miller Value Partners | Buy | 21,704 | 125,681 | $36,538 |
| Q3 2018 | Meritage Group | Buy | 20,999 | 30,493 | $8,865 |
| Q3 2018 | Mairs & Power Growth Fund | Sell | -12,891 | 19,536 | $5,680 |
| Q3 2018 | Eagle Capital Management | Buy | 1,339 | 56,549 | $16,440 |
| Q3 2018 | Sequoia Financial Advisors | Buy | 739 | 14,883 | $4,327 |
| Q3 2018 | Giverny Capital | Buy | 38 | 5,302 | $1,541 |
| Q2 2018 | Oaktree Capital Management | Buy | 2,306,500 | 2,306,500 | $625,707 |
| Q2 2018 | Meritage Group | Sell | -18,448 | 9,494 | $2,576 |
| Q2 2018 | Miller Value Partners | Buy | 16,767 | 103,977 | $28,207 |
| Q2 2018 | Eagle Capital Management | Buy | 16,747 | 55,210 | $14,977 |
| Q2 2018 | Mairs & Power Growth Fund | Sell | -13,270 | 32,427 | $8,797 |
| Q2 2018 | Yacktman Asset Management | Sell | -1,482 | 755 | $205 |
| Q2 2018 | Sequoia Financial Advisors | Sell | -201 | 14,144 | $3,837 |
| Q2 2018 | Giverny Capital | Sell | -38 | 5,264 | $1,428 |
| Q1 2018 | Miller Value Partners | Buy | 36,920 | 87,210 | $22,949 |
| Q1 2018 | Renaissance Technologies LLC | Buy | 27,600 | 27,600 | $7,263 |
| Q1 2018 | Meritage Group | Buy | 24,442 | 27,942 | $7,353 |
| Q1 2018 | Eagle Capital Management | Sell | -20,720 | 38,463 | $10,122 |
| Q1 2018 | Mairs & Power Growth Fund | Buy | 7,027 | 45,697 | $12,025 |
| Q1 2018 | Yacktman Asset Management | Sell | -2,104 | 2,237 | $589 |
| Q1 2018 | Sequoia Financial Advisors | Sell | -1,486 | 14,345 | $3,775 |
| Q1 2018 | Giverny Capital | Sell | -42 | 5,302 | $1,395 |
| Q4 2017 | Eagle Capital Management | Buy | 39,916 | 61,006 | $16,280 |
| Q4 2017 | Mairs & Power Growth Fund | Buy | 8,950 | 38,670 | $10,319 |
| Q4 2017 | Yacktman Asset Management | Sell | -6,039 | 4,341 | $1,158 |
| Q4 2017 | Eagle Capital Management | Sell | -1,366 | 59,183 | $15,794 |
| Q4 2017 | Sequoia Financial Advisors | Sell | -1,090 | 15,831 | $4,225 |
| Q4 2017 | Miller Value Partners | Sell | -485 | 50,290 | $13,420 |
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.