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 Form 13F filings. 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
Q4 2023Eagle Capital ManagementSell-36845,134$21,453
Q3 2023Sequoia Financial AdvisorsSell-5,117100,924$43,142,852
Q3 2023Mairs & Power Growth FundSell-5,04010,253$4,382,985
Q3 2023Yacktman Asset ManagementBuy4,0118,151$3,484,389
Q3 2023Eagle Capital ManagementSell-31745,502$19,451
Q3 2023Matrix Private Capital GroupBuy1973,136$1,345,447
Q3 2023ARK InvestSell-771$376
Q2 2023Sequoia Financial AdvisorsBuy63,595106,041$47,005,807
Q2 2023Meritage GroupSell-4,50233,059$14,654
Q2 2023Mairs & Power Growth FundBuy1,95715,293$6,779,115
Q2 2023Eagle Capital ManagementBuy1,32145,819$20,311
Q2 2023Yacktman Asset ManagementBuy6754,140$1,835,179
Q2 2023Giverny CapitalSell-94,752$2,106,467
Q2 2023Matrix Private Capital GroupSell-72,939$1,307,585
Q1 2023Eagle Capital ManagementSell-371,1774,841$1,981,857
Q1 2023Mairs & Power Growth FundSell-53,32713,336$5,459,656
Q1 2023Meritage GroupSell-38,53437,561$15,377
Q1 2023Yacktman Asset ManagementSell-31,9753,465$1,418,536
Q1 2023Eagle Capital ManagementBuy16,89244,498$18,217
Q1 2023Matrix Private Capital GroupSell-2,8022,946$1,210,378
Q1 2023Sequoia Financial AdvisorsBuy62842,446$17,377,137
Q4 2022Eagle Capital ManagementBuy319,504376,018$143,800,564
Q4 2022Mairs & Power Growth FundBuy49,59666,663$25,493,960
Q4 2022Yacktman Asset ManagementBuy33,19735,440$13,553,319
Q4 2022Meritage GroupBuy27,33776,095$29,101
Q4 2022Vulcan Value PartnersBuy18,48833,614$12,803
Q4 2022Sequoia Financial AdvisorsBuy2,58341,818$15,992,299
Q4 2022Hillman Value FundBuy1,9204,511$1,725,142
Q4 2022Jensen Investment ManagementSell-1,070630$240,931
Q4 2022Miller Value PartnersBuy58220,062$7,672,693

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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