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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19+ 0.13% |
$8.07K - $8.61K
|
15K
$8.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
18+ 0.4% |
$7.65K - $8.16K
|
4.54K
$2.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
18+ 1.14% |
$7.65K - $8.16K
|
1.59K
$891K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18+ 0.38% |
$7.65K - $8.16K
|
4.72K
$2.64M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
17+ 0.44% |
$7.22K - $7.7K
|
3.85K
$2.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 10.76% |
$7.22K - $7.7K
|
175
$97.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
16+ 0.68% |
$6.8K - $7.25K
|
2.36K
$1.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
16+ 0.61% |
$6.8K - $7.25K
|
2.64K
$1.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
16+ 0.07% |
$6.8K - $7.25K
|
23.2K
$13M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
16+ 2.93% |
$6.8K - $7.25K
|
562
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
16+ 0.6% |
$6.8K - $7.25K
|
2.69K
$1.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
16+ 2.14% |
$6.8K - $7.25K
|
762
$426K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
15+ 1.96% |
$6.37K - $6.8K
|
779
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
15+ 0.67% |
$6.37K - $6.8K
|
2.26K
$1.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
14+ 0.25% |
$5.95K - $6.34K
|
5.66K
$3.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
14+ 0.05% |
$5.95K - $6.34K
|
30K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
14+ 1.74% |
$5.95K - $6.34K
|
817
$457K
|
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
13+ 0.51% |
$5.52K - $5.89K
|
2.58K
$1.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.39% |
$5.52K - $5.89K
|
3.32K
$1.85M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
13+ 0.09% |
$5.52K - $5.89K
|
14.6K
$8.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
13+ 0.21% |
$5.52K - $5.89K
|
6.22K
$3.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
12+ 0.04% |
$5.1K - $5.44K
|
34.1K
$19.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12+ 0.6% |
$5.1K - $5.44K
|
2.01K
$1.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
12+ 1.09% |
$5.1K - $5.44K
|
1.11K
$620K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
11+ 0.81% |
$4.67K - $4.99K
|
1.37K
$768K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
11+ 0.65% |
$4.67K - $4.99K
|
1.71K
$957K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
11+ 0.72% |
$4.67K - $4.99K
|
1.53K
$856K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.32% |
$4.25K - $4.53K
|
3.12K
$1.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.63% |
$4.25K - $4.53K
|
1.59K
$891K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
10+ 1.31% |
$4.25K - $4.53K
|
774
$433K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10+ 0.28% |
$4.25K - $4.53K
|
3.54K
$1.98M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
10+ 1.21% |
$4.25K - $4.53K
|
839
$469K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.18% |
$4.25K - $4.53K
|
5.59K
$3.13M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
10+ 0.1% |
$4.25K - $4.53K
|
10.1K
$5.65M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
9+ 0.34% |
$3.82K - $4.08K
|
2.63K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
9+ 0.33% |
$3.82K - $4.08K
|
2.72K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
9+ 0.11% |
$3.82K - $4.08K
|
8.44K
$4.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
9+ 0.26% |
$3.82K - $4.08K
|
3.45K
$1.93M
|
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
8+ 0.77% |
$3.4K - $3.63K
|
1.05K
$587K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
8+ 5.52% |
$3.4K - $3.63K
|
153
$85.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.2% |
$3.4K - $3.63K
|
4.03K
$2.26M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8+ 0.31% |
$3.4K - $3.63K
|
2.61K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
8+ 0.07% |
$3.4K - $3.63K
|
11.8K
$6.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
8+ 0.7% |
$3.4K - $3.63K
|
1.15K
$642K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 4.68% |
$3.4K - $3.63K
|
179
$100K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8+ 0.59% |
$3.4K - $3.63K
|
1.37K
$766K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.17% |
$3.4K - $3.63K
|
4.63K
$2.59M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.18% |
$3.4K - $3.63K
|
4.36K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
8+ 0.32% |
$3.4K - $3.63K
|
2.53K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.06% |
$2.97K - $3.17K
|
11.7K
$6.57M
|