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 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
65+ 1.14% |
$27.6K - $29.5K
|
5.76K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 2.1% |
$27.6K - $29.5K
|
3.16K
$1.76M
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
62+ 0.8% |
$26.3K - $28.1K
|
7.85K
$4.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
62+ 6.0% |
$26.3K - $28.1K
|
1.1K
$613K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
62+ 0.63% |
$26.3K - $28.1K
|
9.88K
$5.53M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
62+ 1.35% |
$26.3K - $28.1K
|
4.65K
$2.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
61+ 0.85% |
$25.9K - $27.6K
|
7.21K
$4.03M
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
61+ 0.85% |
$25.9K - $27.6K
|
7.23K
$4.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
61+ 0.61% |
$25.9K - $27.6K
|
10.1K
$5.62M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
60+ 7.5% |
$25.5K - $27.2K
|
860
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
60+ 7.28% |
$25.5K - $27.2K
|
884
$495K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
59+ 0.87% |
$25.1K - $26.7K
|
6.86K
$3.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 1.25% |
$24.2K - $25.8K
|
4.62K
$2.59M
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
55+ 0.07% |
$23.4K - $24.9K
|
75.9K
$42.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
55+ 5.14% |
$23.4K - $24.9K
|
1.13K
$630K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
54+ 3.05% |
$22.9K - $24.5K
|
1.82K
$1.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
54+ 1.55% |
$22.9K - $24.5K
|
3.55K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
53+ 0.33% |
$22.5K - $24K
|
16.2K
$9.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
52+ 0.27% |
$22.1K - $23.6K
|
19.2K
$10.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
52+ 1.14% |
$22.1K - $23.6K
|
4.61K
$2.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
52+ 4.38% |
$22.1K - $23.6K
|
1.24K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
52+ 0.35% |
$22.1K - $23.6K
|
15K
$8.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 0.38% |
$21.2K - $22.7K
|
13.4K
$7.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
50+ 0.23% |
$21.2K - $22.7K
|
21.6K
$12.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 2.71% |
$21.2K - $22.7K
|
1.89K
$1.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
50+ 1.13% |
$21.2K - $22.7K
|
4.47K
$2.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
50+ 1.6% |
$21.2K - $22.7K
|
3.18K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
49+ 1.49% |
$20.8K - $22.2K
|
3.34K
$1.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
49+ 7.36% |
$20.8K - $22.2K
|
715
$400K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
48+ 0.21% |
$20.4K - $21.8K
|
23K
$12.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 11.03% |
$20K - $21.3K
|
473
$265K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
46+ 0.07% |
$19.5K - $20.8K
|
64.1K
$35.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45+ 0.21% |
$19.1K - $20.4K
|
21.1K
$11.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
44+ 0.45% |
$18.7K - $19.9K
|
9.83K
$5.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Verger Capital Management LLC
|
BUY
|
- |
44+ 0.31% |
$18.7K - $19.9K
|
14.1K
$7.88M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
44+ 0.34% |
$18.7K - $19.9K
|
12.9K
$7.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
42+ 1.03% |
$17.8K - $19K
|
4.11K
$2.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.44% |
$17.4K - $18.6K
|
9.37K
$5.24M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
40+ 0.44% |
$17K - $18.1K
|
9.12K
$5.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.28% |
$17K - $18.1K
|
3.15K
$1.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
39+ 1.66% |
$16.6K - $17.7K
|
2.39K
$1.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
39+ 11.4% |
$16.6K - $17.7K
|
381
$213K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
39+ 0.06% |
$16.6K - $17.7K
|
64.3K
$36M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
38+ 5.99% |
$16.1K - $17.2K
|
672
$376K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
38+ 1.11% |
$16.1K - $17.2K
|
3.47K
$1.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 1.1% |
$16.1K - $17.2K
|
3.48K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
38+ 0.48% |
$16.1K - $17.2K
|
8.01K
$4.48M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
37+ 0.48% |
$15.7K - $16.8K
|
7.79K
$4.36M
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
37+ 1.66% |
$15.7K - $16.8K
|
2.27K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
37+ 0.12% |
$15.7K - $16.8K
|
31K
$17.3M
|