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 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
34+ 0.14% |
$14.4K - $15.4K
|
24.7K
$14.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
33+ 5.3% |
$14K - $15K
|
656
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
33+ 0.04% |
$14K - $15K
|
84.9K
$50.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
33+ 2.39% |
$14K - $15K
|
1.41K
$840K
|
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
33+ 1.43% |
$14K - $15K
|
2.34K
$1.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
32+ 3.54% |
$13.6K - $14.5K
|
937
$558K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
32+ 0.45% |
$13.6K - $14.5K
|
7.22K
$4.29M
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
31+ 0.77% |
$13.2K - $14K
|
4.08K
$2.43M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.47% |
$13.2K - $14K
|
6.65K
$3.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
31+ 7.29% |
$13.2K - $14K
|
456
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
31+ 1.3% |
$13.2K - $14K
|
2.41K
$1.43M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
31+ 1.91% |
$13.2K - $14K
|
1.66K
$985K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
30+ 0.71% |
$12.7K - $13.6K
|
4.23K
$2.52M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
30+ 4.22% |
$12.7K - $13.6K
|
741
$441K
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
30+ 4.72% |
$12.7K - $13.6K
|
666
$396K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
30+ 1.75% |
$12.7K - $13.6K
|
1.74K
$1.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
30+ 3.08% |
$12.7K - $13.6K
|
1.01K
$598K
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
30+ 1.06% |
$12.7K - $13.6K
|
2.86K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.07% |
$12.3K - $13.1K
|
40.6K
$24.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
28+ 0.2% |
$11.9K - $12.7K
|
14K
$8.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.73% |
$11.9K - $12.7K
|
3.85K
$2.29M
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
28+ 2.03% |
$11.9K - $12.7K
|
1.4K
$835K
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
27+ 2.62% |
$11.5K - $12.2K
|
1.06K
$628K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
27+ 0.45% |
$11.5K - $12.2K
|
6.03K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
26+ 0.47% |
$11K - $11.8K
|
5.55K
$3.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
25+ 1.17% |
$10.6K - $11.3K
|
2.16K
$1.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 1.22% |
$10.6K - $11.3K
|
2.08K
$1.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 1.47% |
$10.6K - $11.3K
|
1.72K
$1.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
23+ 1.79% |
$9.77K - $10.4K
|
1.31K
$778K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
22+ 0.21% |
$9.35K - $9.97K
|
10.5K
$6.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22+ 0.25% |
$9.35K - $9.97K
|
8.9K
$5.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
22+ 3.11% |
$9.35K - $9.97K
|
730
$434K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
22+ 0.52% |
$9.35K - $9.97K
|
4.26K
$2.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
22+ 1.78% |
$9.35K - $9.97K
|
1.26K
$749K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
21+ 0.13% |
$8.92K - $9.52K
|
16.2K
$9.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
21+ 0.5% |
$8.92K - $9.52K
|
4.21K
$2.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.07% |
$8.92K - $9.52K
|
30.6K
$18.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
21New |
$8.92K - $9.52K
|
21
$12.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
21+ 0.25% |
$8.92K - $9.52K
|
8.51K
$5.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
20+ 0.59% |
$8.5K - $9.06K
|
3.4K
$2.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
20+ 2.83% |
$8.5K - $9.06K
|
727
$433K
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
20+ 0.09% |
$8.5K - $9.06K
|
22.3K
$13.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
20+ 3.7% |
$8.5K - $9.06K
|
560
$333K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20+ 0.49% |
$8.5K - $9.06K
|
4.08K
$2.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
20+ 4.43% |
$8.5K - $9.06K
|
471
$280K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
19+ 0.15% |
$8.07K - $8.61K
|
13.1K
$7.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19+ 6.93% |
$8.07K - $8.61K
|
293
$174K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
19+ 3.47% |
$8.07K - $8.61K
|
566
$337K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19+ 0.13% |
$8.07K - $8.61K
|
15K
$8.91M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
18+ 0.4% |
$7.65K - $8.16K
|
4.54K
$2.7M
|