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 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.68K+ 26.48% |
$716K - $763K
|
8.04K
$4.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
1.68KNew |
$713K - $760K
|
1.68K
$1.01M
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.67K+ 5.71% |
$711K - $758K
|
31K
$18.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
1.67K+ 7.48% |
$708K - $755K
|
23.9K
$14.4M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.65K+ 12.71% |
$700K - $746K
|
14.6K
$8.78M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
1.62K+ 1.85% |
$690K - $736K
|
89.4K
$53.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.62K+ 39.03% |
$689K - $735K
|
5.77K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.61K+ 1.41% |
$683K - $729K
|
116K
$69.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.9% |
$681K - $726K
|
56.8K
$34.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.58K+ 3.16% |
$671K - $716K
|
51.7K
$31.1M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
1.57KNew |
$668K - $712K
|
1.57K
$945K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.57K+ 7.69% |
$668K - $712K
|
22K
$13.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.56K+ 5.43% |
$662K - $706K
|
30.2K
$18.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.55K+ 0.83% |
$659K - $703K
|
187K
$113M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.54K+ 5.38% |
$653K - $697K
|
30.1K
$18.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.53K+ 10.39% |
$652K - $695K
|
16.3K
$9.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.53K+ 3.28% |
$648K - $691K
|
48K
$28.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.52K+ 0.48% |
$646K - $689K
|
317K
$191M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 119.82% |
$637K - $679K
|
2.75K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.48K+ 12.19% |
$628K - $670K
|
13.6K
$8.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.48K+ 77.37% |
$628K - $669K
|
3.39K
$2.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.46K+ 6.23% |
$620K - $662K
|
24.9K
$15M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.46K+ 13.25% |
$620K - $661K
|
12.5K
$7.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.45K+ 18.68% |
$617K - $658K
|
9.23K
$5.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.44K+ 23.9% |
$611K - $652K
|
7.45K
$4.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 78.68% |
$609K - $649K
|
3.25K
$1.96M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 78.68% |
$609K - $649K
|
3.25K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.43K+ 19.27% |
$607K - $647K
|
8.84K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.43K+ 14.86% |
$606K - $646K
|
11K
$6.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 34.44% |
$604K - $644K
|
5.55K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 5.26% |
$603K - $644K
|
28.4K
$17.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.41K+ 53.16% |
$598K - $637K
|
4.05K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
1.4K+ 4.06% |
$597K - $636K
|
36K
$21.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
1.38K+ 8.97% |
$588K - $627K
|
16.8K
$10.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
1.36K+ 58.42% |
$578K - $616K
|
3.69K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.36K+ 0.32% |
$578K - $616K
|
430K
$259M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.34K+ 15.19% |
$570K - $608K
|
10.2K
$6.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.34K+ 213.92% |
$568K - $606K
|
1.96K
$1.18M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 26.51% |
$567K - $605K
|
6.37K
$3.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 3.5% |
$565K - $603K
|
39.4K
$23.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1.32K+ 134.56% |
$561K - $598K
|
2.3K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.32K+ 3.51% |
$560K - $597K
|
38.9K
$23.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 4.91% |
$558K - $595K
|
28.1K
$16.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.31K+ 16.0% |
$557K - $594K
|
9.5K
$5.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.3K+ 6.43% |
$552K - $589K
|
21.5K
$12.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.29K+ 5.0% |
$549K - $585K
|
27.1K
$16.3M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.28K+ 107.72% |
$545K - $581K
|
2.47K
$1.49M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.28K+ 266.46% |
$544K - $580K
|
1.76K
$1.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.28K+ 10.66% |
$542K - $578K
|
13.2K
$7.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.27K+ 29.84% |
$539K - $575K
|
5.52K
$3.32M
|