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 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$2.97K - $3.17K
|
14.4K
$8.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
7+ 1.27% |
$2.97K - $3.17K
|
559
$328K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.7% |
$2.97K - $3.17K
|
1.01K
$591K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.15% |
$2.55K - $2.72K
|
4.02K
$2.36M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6+ 0.31% |
$2.55K - $2.72K
|
1.96K
$1.15M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.07% |
$2.55K - $2.72K
|
8.52K
$4.99M
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$2.55K - $2.72K
|
51K
$29.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
BUY
|
- |
6+ 0.87% |
$2.55K - $2.72K
|
692
$406K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.41% |
$2.55K - $2.72K
|
1.46K
$856K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.16% |
$2.55K - $2.72K
|
3.85K
$2.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
5+ 0.16% |
$2.12K - $2.27K
|
3.12K
$1.83M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
5+ 0.46% |
$2.12K - $2.27K
|
1.1K
$642K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$2.12K - $2.27K
|
5.45K
$3.2M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
5+ 0.09% |
$2.12K - $2.27K
|
5.86K
$3.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
5+ 0.1% |
$2.12K - $2.27K
|
4.88K
$2.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.51% |
$2.12K - $2.27K
|
981
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5+ 0.7% |
$2.12K - $2.27K
|
723
$424K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 0.12% |
$2.12K - $2.27K
|
4.27K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5+ 0.33% |
$2.12K - $2.27K
|
1.51K
$883K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5+ 1.0% |
$2.12K - $2.27K
|
507
$297K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.02% |
$1.7K - $1.81K
|
18.7K
$10.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.7K - $1.81K
|
1.25K
$730K
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
4+ 0.81% |
$1.7K - $1.81K
|
496
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4+ 0.3% |
$1.7K - $1.81K
|
1.32K
$772K
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
4+ 0.13% |
$1.7K - $1.81K
|
3.15K
$1.85M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.34% |
$1.7K - $1.81K
|
1.17K
$686K
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$1.7K - $1.81K
|
4.39K
$2.58M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.27K - $1.36K
|
1.04K
$610K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.22% |
$1.27K - $1.36K
|
1.4K
$818K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.09% |
$1.27K - $1.36K
|
3.29K
$1.93M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.3% |
$1.27K - $1.36K
|
997
$584K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.27K - $1.36K
|
940
$551K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3+ 0.19% |
$1.27K - $1.36K
|
1.54K
$904K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3+ 0.28% |
$1.27K - $1.36K
|
1.09K
$638K
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.05% |
$1.27K - $1.36K
|
6.03K
$3.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3+ 0.21% |
$1.27K - $1.36K
|
1.46K
$853K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.28% |
$1.27K - $1.36K
|
1.07K
$627K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.14% |
$1.27K - $1.36K
|
2.14K
$1.26M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.31% |
$850 - $906
|
654
$383K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
2+ 0.05% |
$850 - $906
|
3.95K
$2.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.34% |
$850 - $906
|
586
$343K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.04% |
$850 - $906
|
5.52K
$3.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$850 - $906
|
2.35K
$1.38M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.14% |
$850 - $906
|
1.42K
$830K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$850 - $906
|
1.07K
$628K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$850 - $906
|
2.2K
$1.29M
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$850 - $906
|
3.47K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2+ 0.02% |
$850 - $906
|
8.86K
$5.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2+ 0.18% |
$850 - $906
|
1.11K
$650K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$850 - $906
|
551
$323K
|