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 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2+ 0.23% |
$850 - $906
|
890
$522K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2+ 0.01% |
$850 - $906
|
29.7K
$17.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.36% |
$850 - $906
|
552
$324K
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2+ 0.16% |
$850 - $906
|
1.22K
$714K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.06% |
$850 - $906
|
3.34K
$1.96M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.01% |
$850 - $906
|
31.3K
$18.4M
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$850 - $906
|
2.78K
$1.63M
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$850 - $906
|
2.78K
$1.63M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$425 - $453
|
430
$252K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$425 - $453
|
10.3K
$6.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.03% |
$425 - $453
|
3.92K
$2.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$425 - $453
|
8K
$4.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.19% |
$425 - $453
|
534
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.06% |
$425 - $453
|
1.7K
$998K
|
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
1+ 0.2% |
$425 - $453
|
511
$299K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.11% |
$425 - $453
|
910
$533K
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
BUY
|
- |
1+ 0.18% |
$425 - $453
|
557
$326K
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$425 - $453
|
1.95K
$1.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$425 - $453
|
8.03K
$4.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
1+ 0.19% |
$425 - $453
|
520
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.12% |
$425 - $453
|
860
$504K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$425 - $453
|
3.72K
$2.18M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.07% |
$425 - $453
|
1.38K
$809K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.17% |
$425 - $453
|
595
$349K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$425 - $453
|
1.12K
$653K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.34% |
$425 - $453
|
291
$171K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 9.09% |
$425 - $453
|
12
$7.03K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.04% |
$425 - $453
|
2.45K
$1.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$425 - $453
|
1.21K
$707K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$425 - $453
|
1
$586
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$425 - $453
|
2.55K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$425 - $453
|
475
$278K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.15% |
$425 - $453
|
686
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1New |
$425 - $453
|
1
$586
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.02% |
$425 - $453
|
6.31K
$3.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.15% |
$425 - $453
|
666
$390K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.82% |
$425 - $453
|
123
$72.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$425 - $453
|
993
$582K
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.02% |
$425 - $453
|
4.73K
$2.77M
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.11% |
$425 - $453
|
897
$526K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.2% |
$425 - $453
|
494
$290K
|
|
|
Mar 15, 2022
Q3 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1- -0.0% |
$425 - $453
|
22.7K
$13.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 0.11% |
$425 - $453
|
939
$550K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1- 0.09% |
$425 - $453
|
1.17K
$688K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1- -0.0% |
$425 - $453
|
20.4K
$12M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.13% |
$850 - $906
|
1.57K
$918K
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2- 0.06% |
$850 - $906
|
3.09K
$1.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2- 0.09% |
$850 - $906
|
2.32K
$1.36M
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2- 0.41% |
$850 - $906
|
491
$288K
|