Purchases and Sales Made in Q3 2021 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Nov 12, 2021 Q3 2021
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
767
+ 1.75%
$326K - $348K
44.7K $26.6M
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
755
+ 1.18%
$321K - $342K
64.9K $38.6M
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
744
New
$316K - $337K
744 $443K
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
741
+ 3.38%
$315K - $336K
22.7K $13.5M
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
737
+ 6.19%
$313K - $334K
12.6K $7.52M
Oct 19, 2021 Q3 2021
Goodwin Daniel L

BUY
 -
730
+ 11.84%
$310K - $331K
6.9K $4.1M
Nov 10, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
727
+ 0.26%
$309K - $329K
281K $167M
Nov 12, 2021 Q3 2021
Cwa Asset Management Group, LLC

BUY
 -
723
+ 3.46%
$307K - $328K
21.6K $12.9M
Nov 01, 2021 Q3 2021
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
720
+ 10.66%
$306K - $326K
7.47K $4.45M
Nov 15, 2021 Q3 2021
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
720
+ 18.27%
$306K - $326K
4.66K $2.77M
Oct 13, 2021 Q3 2021
Sl Advisors, LLC

BUY
 -
707
+ 10.72%
$300K - $320K
7.3K $4.35M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
705
+ 2.97%
$300K - $319K
24.4K $14.5M
Oct 07, 2021 Q3 2021
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
703
+ 2.79%
$299K - $319K
25.9K $15.4M
Oct 21, 2021 Q3 2021
Great Diamond Partners, LLC

BUY
 -
702
+ 9.74%
$298K - $318K
7.91K $4.71M
Oct 26, 2021 Q3 2021
Radnor Capital Management, LLC

BUY
 -
696
+ 61.0%
$296K - $315K
1.84K $1.09M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
696
+ 0.52%
$296K - $315K
134K $80M
Oct 14, 2021 Q3 2021
Beam Wealth Advisors, Inc.

BUY
 -
686
+ 14.65%
$292K - $311K
5.37K $3.19M
Oct 19, 2021 Q3 2021
Roth Financial Partners LLC

BUY
 -
685
+ 1.23%
$291K - $310K
56.5K $33.6M
Oct 21, 2021 Q3 2021
Foresight Wealth Management, LLC

BUY
 -
685
+ 4.04%
$291K - $310K
17.6K $10.5M
Oct 25, 2021 Q3 2021
Cfm Wealth Partners LLC

BUY
 -
683
+ 10.91%
$290K - $310K
6.94K $4.13M
Nov 15, 2021 Q3 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
681
+ 7.7%
$289K - $309K
9.52K $5.67M
Nov 08, 2021 Q3 2021
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
679
+ 1.7%
$289K - $308K
40.7K $24.2M
Nov 02, 2021 Q3 2021
Flaharty Asset Management, LLC

BUY
 -
669
+ 6.85%
$284K - $303K
10.4K $6.21M
Nov 15, 2021 Q3 2021
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
664
+ 0.45%
$282K - $301K
147K $87.2M
Nov 12, 2021 Q3 2021
Fieldpoint Private Securities, LLC

BUY
 -
662
+ 2.95%
$281K - $300K
23.1K $13.7M
Oct 14, 2021 Q3 2021
Wespac Advisors, LLC

BUY
 -
657
New
$279K - $298K
657 $391K
Nov 10, 2021 Q3 2021
Principal Street Partners, LLC

Memphis, TN
BUY
 -
655
+ 3.12%
$278K - $297K
21.6K $12.9M
Oct 12, 2021 Q3 2021
Symphony Financial, Ltd. Co.

BUY
 -
650
+ 12.55%
$276K - $295K
5.83K $3.47M
Oct 12, 2021 Q3 2021
Apella Capital, LLC

BUY
 -
647
+ 4.53%
$275K - $293K
14.9K $8.88M
Oct 29, 2021 Q3 2021
Round Table Services, LLC

BUY
 -
642
+ 2.3%
$273K - $291K
28.5K $17M
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
637
+ 4.18%
$271K - $289K
15.9K $9.44M
Aug 11, 2023 Q3 2021
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
637
New
$271K - $289K
637 $379K
Dec 08, 2021 Q3 2021
Jb Capital LLC

BUY
 -
631
New
$268K - $286K
631 $375K
Nov 12, 2021 Q3 2021
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
630
+ 5.68%
$268K - $286K
11.7K $6.98M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
624
+ 48.33%
$265K - $283K
1.92K $1.14M
Nov 12, 2021 Q3 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
621
+ 1.17%
$264K - $281K
53.8K $32M
Nov 15, 2021 Q3 2021
Bailard, Inc.

BUY
 -
616
+ 0.27%
$262K - $279K
227K $135M
Nov 15, 2021 Q3 2021
Brandywine Trust CO

Hockessin, DE
BUY
 -
608
+ 1.36%
$258K - $276K
45.4K $27M
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
607
+ 10.79%
$258K - $275K
6.24K $3.71M
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
607
+ 5.25%
$258K - $275K
12.2K $7.24M
Nov 12, 2021 Q3 2021
Maryland Capital Management

Towson, MD
BUY
 -
603
+ 2.51%
$256K - $273K
24.6K $14.7M
Nov 10, 2021 Q3 2021
Hfr Wealth Management, LLC

Niskayuna, NY
BUY
 -
603
New
$256K - $273K
603 $359K
Oct 21, 2021 Q3 2021
Armbruster Capital Management, Inc.

BUY
 -
599
+ 3.88%
$255K - $271K
16K $9.54M
Oct 26, 2021 Q3 2021
First Merchants Corp

BUY
 -
597
+ 3.04%
$254K - $271K
20.3K $12.1M
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

BUY
 -
595
+ 71.43%
$253K - $270K
1.43K $850K
Oct 14, 2021 Q3 2021
Seven Bridge Financial Group, LLC

BUY
 -
590
+ 43.51%
$251K - $267K
1.95K $1.16M
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

BUY
 -
583
+ 3.8%
$248K - $264K
15.9K $9.49M
Nov 10, 2021 Q3 2021
Fairhaven Wealth Management, LLC

BUY
 -
583
+ 11.78%
$248K - $264K
5.53K $3.29M
Nov 15, 2021 Q3 2021
Maple Capital Management, Inc.

BUY
 -
581
+ 51.23%
$247K - $263K
1.72K $1.02M

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