Purchases and Sales Made in Q3 2021 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.26KNew |
$961K - $1.03M
|
2.26K
$1.36M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.25K+ 23.06% |
$958K - $1.02M
|
12K
$7.23M
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 8.27% |
$938K - $1M
|
28.9K
$17.4M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.19K+ 10.95% |
$932K - $994K
|
22.2K
$13.4M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.18K+ 1.07% |
$928K - $989K
|
207K
$124M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.18K+ 14.28% |
$926K - $988K
|
17.4K
$10.5M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17K+ 16.6% |
$922K - $983K
|
15.2K
$9.17M
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.16K+ 28.36% |
$916K - $977K
|
9.76K
$5.87M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.11K+ 133.1% |
$897K - $957K
|
3.7K
$2.22M
|
|
Nov 15, 2021
Q3 2021
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.08K+ 108.71% |
$886K - $944K
|
4K
$2.41M
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
BUY
|
- |
2.07K+ 7.02% |
$881K - $940K
|
31.6K
$19M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.04K+ 25.68% |
$869K - $926K
|
10K
$6.01M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.04K+ 4.03% |
$868K - $926K
|
52.7K
$31.7M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.03K+ 2.76% |
$862K - $919K
|
75.5K
$45.4M
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.01K+ 3.59% |
$855K - $911K
|
58K
$34.9M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.01K+ 1.86% |
$853K - $910K
|
110K
$66.2M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.01K+ 6.05% |
$853K - $910K
|
35.2K
$21.2M
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.01KNew |
$852K - $909K
|
2.01K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.99K+ 1.12% |
$846K - $902K
|
180K
$108M
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.98K+ 77.27% |
$842K - $898K
|
4.55K
$2.73M
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
BUY
|
- |
1.95K+ 351.35% |
$829K - $884K
|
2.51K
$1.51M
|
|
Nov 04, 2021
Q3 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.95K+ 2.95% |
$829K - $884K
|
68.1K
$40.9M
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
1.95K+ 348.57% |
$827K - $881K
|
2.5K
$1.51M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.94K+ 9.81% |
$825K - $880K
|
21.7K
$13.1M
|
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.9KNew |
$807K - $861K
|
1.9K
$1.14M
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.88K+ 1.81% |
$801K - $854K
|
106K
$63.7M
|
|
Nov 15, 2021
Q3 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.88KNew |
$799K - $852K
|
1.88K
$1.13M
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.88K+ 8.03% |
$797K - $850K
|
25.2K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.87K+ 6.77% |
$794K - $847K
|
29.5K
$17.7M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.85K+ 20.76% |
$786K - $838K
|
10.8K
$6.47M
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.85K+ 49.33% |
$786K - $838K
|
5.6K
$3.37M
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.84K+ 0.72% |
$782K - $834K
|
256K
$154M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.83K+ 4.78% |
$776K - $828K
|
40.1K
$24.1M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.83K+ 380.21% |
$776K - $827K
|
2.31K
$1.39M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.82K+ 4.29% |
$773K - $825K
|
44.2K
$26.6M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.81K+ 6.91% |
$771K - $822K
|
28.1K
$16.9M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.79K+ 27.8% |
$761K - $811K
|
8.23K
$4.95M
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.77K+ 9.51% |
$753K - $803K
|
20.4K
$12.3M
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.77KNew |
$751K - $801K
|
1.77K
$1.06M
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
1.76KNew |
$750K - $799K
|
1.76K
$1.06M
|
|
Nov 09, 2021
Q3 2021
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 190.28% |
$741K - $790K
|
2.66K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.73K+ 14.29% |
$733K - $782K
|
13.8K
$8.3M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.72K+ 76.48% |
$730K - $778K
|
3.96K
$2.38M
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.71KNew |
$728K - $776K
|
1.71K
$1.03M
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.71K+ 0.74% |
$728K - $776K
|
234K
$141M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.71KNew |
$728K - $776K
|
1.71K
$1.03M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.71K+ 15.51% |
$728K - $776K
|
12.8K
$7.67M
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 5.9% |
$728K - $776K
|
30.7K
$18.5M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.71K+ 13.93% |
$726K - $774K
|
14K
$8.4M
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.7K+ 1.21% |
$723K - $771K
|
143K
$85.8M
|