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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
581+ 2.1% |
$247K - $263K
|
28.3K
$16.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
578+ 19.3% |
$246K - $262K
|
3.57K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
577New |
$245K - $261K
|
577
$343K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
574+ 4.72% |
$244K - $260K
|
12.7K
$7.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
563+ 1.43% |
$239K - $255K
|
39.9K
$23.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
561New |
$238K - $254K
|
561
$334K
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
560New |
$238K - $254K
|
560
$333K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
558+ 9.25% |
$237K - $253K
|
6.59K
$3.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
556+ 52.8% |
$236K - $252K
|
1.61K
$957K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
554+ 10.26% |
$235K - $251K
|
5.96K
$3.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
552+ 0.26% |
$235K - $250K
|
209K
$125M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
550+ 0.68% |
$234K - $249K
|
81.4K
$48.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
545+ 1.18% |
$232K - $247K
|
46.6K
$27.7M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
541New |
$230K - $245K
|
541
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
541+ 19.93% |
$230K - $245K
|
3.26K
$1.94M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
534+ 18.42% |
$227K - $242K
|
3.43K
$2.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Suncoast Equity Management
|
BUY
|
- |
533New |
$227K - $242K
|
533
$317K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
524+ 4.44% |
$223K - $237K
|
12.3K
$7.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
521+ 46.85% |
$221K - $236K
|
1.63K
$972K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
518+ 0.35% |
$220K - $235K
|
147K
$87.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
513+ 10.29% |
$218K - $232K
|
5.5K
$3.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
508+ 29.78% |
$216K - $230K
|
2.21K
$1.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
507+ 2.02% |
$215K - $230K
|
25.6K
$15.2M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
506+ 1.88% |
$215K - $229K
|
27.4K
$16.3M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
506+ 27.7% |
$215K - $229K
|
2.33K
$1.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
497+ 0.32% |
$211K - $225K
|
156K
$92.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
496+ 23.21% |
$211K - $225K
|
2.63K
$1.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
BUY
|
- |
493+ 4.38% |
$210K - $223K
|
11.7K
$6.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
490+ 42.42% |
$208K - $222K
|
1.65K
$979K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
488+ 3.2% |
$207K - $221K
|
15.7K
$9.35M
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
487+ 10.42% |
$207K - $221K
|
5.16K
$3.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
485+ 71.85% |
$206K - $220K
|
1.16K
$690K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
485+ 1.38% |
$206K - $220K
|
35.6K
$21.2M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
484+ 3.97% |
$206K - $219K
|
12.7K
$7.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
484+ 5.64% |
$206K - $219K
|
9.07K
$5.4M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
474New |
$201K - $215K
|
474
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
470New |
$200K - $213K
|
470
$280K
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
469New |
$199K - $213K
|
469
$279K
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
469+ 4.73% |
$199K - $213K
|
10.4K
$6.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
467+ 3.04% |
$198K - $212K
|
15.8K
$9.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
466+ 21.38% |
$198K - $211K
|
2.65K
$1.57M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
465New |
$198K - $211K
|
465
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
457+ 5.99% |
$194K - $207K
|
8.08K
$4.81M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
445+ 0.98% |
$189K - $202K
|
45.7K
$27.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
444+ 1.15% |
$189K - $201K
|
39.2K
$23.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
440+ 25.63% |
$187K - $199K
|
2.16K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
434+ 106.9% |
$184K - $197K
|
840
$500K
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
432+ 0.59% |
$184K - $196K
|
73.2K
$43.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
426+ 25.63% |
$181K - $193K
|
2.09K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
426+ 0.85% |
$181K - $193K
|
50.4K
$30M
|