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 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
206+ 8.03% |
$87.5K - $93.4K
|
2.77K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
204+ 1.56% |
$86.7K - $92.5K
|
13.3K
$7.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.79% |
$86.3K - $92K
|
26K
$15.5M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
201+ 31.9% |
$85.4K - $91.1K
|
831
$494K
|
|
|
Oct 13, 2021
Q3 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
200+ 38.61% |
$85K - $90.6K
|
718
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
200+ 9.99% |
$85K - $90.6K
|
2.2K
$1.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
200+ 27.89% |
$85K - $90.6K
|
917
$546K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
197+ 1.32% |
$83.7K - $89.3K
|
15.1K
$8.98M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
196+ 1.48% |
$83.3K - $88.8K
|
13.5K
$8.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
193+ 3.02% |
$82K - $87.5K
|
6.58K
$3.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
188+ 19.67% |
$79.9K - $85.2K
|
1.14K
$681K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
184+ 12.56% |
$78.2K - $83.4K
|
1.65K
$981K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
181+ 28.19% |
$76.9K - $82K
|
823
$490K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
181+ 20.76% |
$76.9K - $82K
|
1.05K
$627K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 1.11% |
$76.9K - $82K
|
16.5K
$9.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
181+ 1.15% |
$76.9K - $82K
|
16K
$9.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
180+ 3.9% |
$76.5K - $81.6K
|
4.8K
$2.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180+ 2.44% |
$76.5K - $81.6K
|
7.55K
$4.49M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
179+ 26.92% |
$76.1K - $81.1K
|
844
$502K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
177+ 3.39% |
$75.2K - $80.2K
|
5.39K
$3.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
175+ 22.73% |
$74.4K - $79.3K
|
945
$562K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
175+ 2.28% |
$74.4K - $79.3K
|
7.87K
$4.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
174+ 9.21% |
$73.9K - $78.9K
|
2.06K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
173+ 0.11% |
$73.5K - $78.4K
|
158K
$93.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
170+ 0.04% |
$72.2K - $77K
|
441K
$263M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
168+ 5.61% |
$71.4K - $76.1K
|
3.16K
$1.88M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
167+ 5.22% |
$71K - $75.7K
|
3.37K
$2M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
167+ 1.57% |
$71K - $75.7K
|
10.8K
$6.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
164+ 7.22% |
$69.7K - $74.3K
|
2.44K
$1.45M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
161+ 5.03% |
$68.4K - $73K
|
3.36K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
161+ 0.44% |
$68.4K - $73K
|
36.3K
$21.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
160+ 7.53% |
$68K - $72.5K
|
2.28K
$1.36M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
160+ 10.99% |
$68K - $72.5K
|
1.62K
$962K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
155+ 1.09% |
$65.9K - $70.2K
|
14.4K
$8.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
155+ 2.79% |
$65.9K - $70.2K
|
5.72K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
155+ 0.16% |
$65.9K - $70.2K
|
95.3K
$56.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
154+ 6.16% |
$65.4K - $69.8K
|
2.66K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
153+ 11.41% |
$65K - $69.3K
|
1.49K
$889K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
153+ 4.32% |
$65K - $69.3K
|
3.7K
$2.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
153+ 0.48% |
$65K - $69.3K
|
31.8K
$18.9M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
152+ 0.72% |
$64.6K - $68.9K
|
21.2K
$12.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
151+ 20.83% |
$64.2K - $68.4K
|
876
$521K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
150+ 7.07% |
$63.7K - $68K
|
2.27K
$1.35M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
148+ 4.48% |
$62.9K - $67.1K
|
3.45K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 4.6% |
$62.5K - $66.6K
|
3.34K
$1.99M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
144+ 4.06% |
$61.2K - $65.3K
|
3.69K
$2.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
144+ 3.01% |
$61.2K - $65.3K
|
4.93K
$2.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
144+ 3.84% |
$61.2K - $65.3K
|
3.89K
$2.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
143+ 9.1% |
$60.8K - $64.8K
|
1.71K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
143+ 6.24% |
$60.8K - $64.8K
|
2.44K
$1.45M
|