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 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
301+ 14.45% |
$128K - $136K
|
2.38K
$1.42M
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
300+ 11.36% |
$127K - $136K
|
2.94K
$1.75M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
295+ 13.85% |
$125K - $134K
|
2.43K
$1.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
291+ 37.79% |
$124K - $132K
|
1.06K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
290+ 1.04% |
$123K - $131K
|
28.3K
$16.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
289+ 1.75% |
$123K - $131K
|
16.8K
$10M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
287+ 4.97% |
$122K - $130K
|
6.07K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
286+ 0.86% |
$122K - $130K
|
33.6K
$20M
|
|
|
Nov 15, 2021
Q3 2021
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
283+ 0.76% |
$120K - $128K
|
37.3K
$22.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
279+ 0.27% |
$119K - $126K
|
105K
$62.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
277+ 177.56% |
$118K - $126K
|
433
$258K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
277+ 3.93% |
$118K - $126K
|
7.32K
$4.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
275+ 6.8% |
$117K - $125K
|
4.32K
$2.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
275+ 8.68% |
$117K - $125K
|
3.45K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
270+ 6.34% |
$115K - $122K
|
4.53K
$2.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
269+ 10.5% |
$114K - $122K
|
2.83K
$1.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
266New |
$113K - $121K
|
266
$158K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
263+ 5.38% |
$112K - $119K
|
5.16K
$3.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
263+ 0.27% |
$112K - $119K
|
96K
$57.1M
|
|
|
Nov 09, 2021
Q3 2021
|
American Asset Management Inc.
|
BUY
|
- |
262+ 0.27% |
$111K - $119K
|
96K
$57.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
BUY
|
- |
261+ 2.36% |
$111K - $118K
|
11.3K
$6.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
256+ 7.44% |
$109K - $116K
|
3.7K
$2.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
253+ 0.8% |
$108K - $115K
|
31.7K
$18.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
251+ 7.79% |
$107K - $114K
|
3.47K
$2.07M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
251+ 0.96% |
$107K - $114K
|
26.5K
$15.8M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
251+ 0.96% |
$107K - $114K
|
26.5K
$15.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
250+ 12.41% |
$106K - $113K
|
2.27K
$1.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
249+ 0.57% |
$106K - $113K
|
44.1K
$26.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
245+ 6.34% |
$104K - $111K
|
4.11K
$2.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
244+ 39.67% |
$104K - $111K
|
859
$511K
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
239+ 3.59% |
$102K - $108K
|
6.9K
$4.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
238+ 8.05% |
$101K - $108K
|
3.19K
$1.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
235+ 18.8% |
$99.9K - $106K
|
1.49K
$884K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
234+ 33.48% |
$99.4K - $106K
|
933
$555K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
233+ 5.12% |
$99K - $106K
|
4.79K
$2.85M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
232+ 1.92% |
$98.6K - $105K
|
12.3K
$7.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
231+ 1.05% |
$98.2K - $105K
|
22.3K
$13.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
231+ 1.37% |
$98.2K - $105K
|
17K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
231+ 27.4% |
$98.2K - $105K
|
1.07K
$639K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
230+ 3.66% |
$97.7K - $104K
|
6.52K
$3.88M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
228+ 90.12% |
$96.9K - $103K
|
481
$286K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
222+ 14.5% |
$94.3K - $101K
|
1.75K
$1.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
220+ 4.72% |
$93.5K - $99.7K
|
4.88K
$2.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
220+ 19.77% |
$93.5K - $99.7K
|
1.33K
$793K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
218+ 175.81% |
$92.6K - $98.8K
|
342
$203K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
217+ 9.74% |
$92.2K - $98.3K
|
2.45K
$1.46M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
217+ 4.15% |
$92.2K - $98.3K
|
5.45K
$3.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
212+ 16.97% |
$90.1K - $96.1K
|
1.46K
$869K
|
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
211+ 4.32% |
$89.7K - $95.6K
|
5.1K
$3.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
207+ 4.29% |
$88K - $93.8K
|
5.03K
$2.99M
|