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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Provida Pension Fund Administrator, Corient Private Wealth Llc, Shepherd Wealth Management Ltd Liability Co, Allie Family Office Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcSell-12-0.2%6,182$4.62MQ2 2026Oct 07, 2026
Allie Family Office LlcBuy+135,764+189.5%207,400$51.64MQ2 2026Oct 02, 2026
Envestnet Portfolio Solutions, Inc.Buy+47,244+12.8%416,956$311.36MQ2 2026Sep 23, 2026
Envestnet Asset Management IncBuy+19,048+0.7%2,603,752$1.94BQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+3,381+30.9%14,317$10.69MQ2 2026Sep 23, 2026
State Street CorpBuy+56,950+3.6%1,651,575$1.24BQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+2,805+1.3%214,476$160.16MQ2 2026Sep 21, 2026
Security National Bank Of So DakBuy+255—255$190.43KQ2 2026Sep 18, 2026
Hbk Investments L PSell-1,050-27.4%2,782$2.08MQ2 2026Sep 16, 2026
Anchor Investment Management, LlcSell-1,903-23.9%6,046$4.51MQ2 2026Sep 15, 2026
Reynders Mcveigh Capital Management, LlcSell-246-4.6%5,157$3.85KQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcSell-4-0.1%3,124$2.33MQ2 2026Sep 15, 2026
Revere Asset Management, IncBuy+952—952$710.92KQ2 2026Sep 14, 2026
Smith Chas P & Associates Pa CpasBuy+1,049+2.7%40,633$30.34MQ2 2026Sep 11, 2026
Talon Private Wealth, LlcBuy+66+6.5%1,086$810.65KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-12,178-1.0%1,202,150$897.73MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-4,601-2.0%224,304$167.50MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-148-0.6%24,278$18.13MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+29+4.3%701$523.61KQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+89,115+25.6%436,890$326.26MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-41,200-71.9%16,100$12.02MQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+1,442+3.6%41,556$31.11MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+265+1.1%25,267$18.87MQ2 2026Sep 02, 2026
Alternative Investment Advisors, Llc.Sell-5-0.5%1,101$822.33KQ2 2026Aug 31, 2026
Provida Pension Fund AdministratorSell-956,204-100.0%0$0.00Q2 2026Aug 28, 2026
Cornerstone Financial Management LlcSell-399-20.6%1,541$1.15MQ2 2026Aug 28, 2026
Nwm Advisors, LlcSell-53-1.5%3,578$2.67MQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-173,371-11.2%1,369,947$1.02BQ2 2026Aug 27, 2026
Shepherd Wealth Management Ltd Liability CoBuy+171,145+580.0%200,652$57.76MQ2 2026Aug 27, 2026
Giverny CapitalSell-180-7.3%2,294$1.71MQ2 2026Aug 26, 2026
Showing 30 of 4,091

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.