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 2018Giverny CapitalSell-75,295$1,323
Q3 2018Eagle Capital ManagementSell-58,1062,900$843
Q3 2018Miller Value PartnersBuy21,704125,681$36,538
Q3 2018Meritage GroupBuy20,99930,493$8,865
Q3 2018Mairs & Power Growth FundSell-12,89119,536$5,680
Q3 2018Eagle Capital ManagementBuy1,33956,549$16,440
Q3 2018Sequoia Financial AdvisorsBuy73914,883$4,327
Q3 2018Giverny CapitalBuy385,302$1,541
Q2 2018Oaktree Capital ManagementBuy2,306,5002,306,500$625,707
Q2 2018Meritage GroupSell-18,4489,494$2,576
Q2 2018Miller Value PartnersBuy16,767103,977$28,207
Q2 2018Eagle Capital ManagementBuy16,74755,210$14,977
Q2 2018Mairs & Power Growth FundSell-13,27032,427$8,797
Q2 2018Yacktman Asset ManagementSell-1,482755$205
Q2 2018Sequoia Financial AdvisorsSell-20114,144$3,837
Q2 2018Giverny CapitalSell-385,264$1,428
Q1 2018Miller Value PartnersBuy36,92087,210$22,949
Q1 2018Renaissance Technologies LLCBuy27,60027,600$7,263
Q1 2018Meritage GroupBuy24,44227,942$7,353
Q1 2018Eagle Capital ManagementSell-20,72038,463$10,122
Q1 2018Mairs & Power Growth FundBuy7,02745,697$12,025
Q1 2018Yacktman Asset ManagementSell-2,1042,237$589
Q1 2018Sequoia Financial AdvisorsSell-1,48614,345$3,775
Q1 2018Giverny CapitalSell-425,302$1,395
Q4 2017Eagle Capital ManagementBuy39,91661,006$16,280
Q4 2017Mairs & Power Growth FundBuy8,95038,670$10,319
Q4 2017Yacktman Asset ManagementSell-6,0394,341$1,158
Q4 2017Eagle Capital ManagementSell-1,36659,183$15,794
Q4 2017Sequoia Financial AdvisorsSell-1,09015,831$4,225
Q4 2017Miller Value PartnersSell-48550,290$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.

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