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 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-2- 0.01% |
$850 - $906
|
16.1K
$9.42M
|
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2- 0.11% |
$850 - $906
|
1.84K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.19% |
$1.27K - $1.36K
|
1.59K
$934K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3- 0.28% |
$1.27K - $1.36K
|
1.08K
$633K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3- 0.07% |
$1.27K - $1.36K
|
4.21K
$2.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-3- 0.29% |
$1.27K - $1.36K
|
1.04K
$608K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3- 0.46% |
$1.27K - $1.36K
|
643
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 4.29% |
$1.27K - $1.36K
|
67
$39.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4- 0.25% |
$1.7K - $1.81K
|
1.6K
$940K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4- 0.12% |
$1.7K - $1.81K
|
3.21K
$1.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4- 0.04% |
$1.7K - $1.81K
|
10.2K
$5.98M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4- 0.06% |
$1.7K - $1.81K
|
6.73K
$3.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4- 0.11% |
$1.7K - $1.81K
|
3.58K
$2.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4- 0.37% |
$1.7K - $1.81K
|
1.07K
$629K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.2% |
$2.12K - $2.27K
|
2.51K
$1.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5- 0.33% |
$2.12K - $2.27K
|
1.51K
$885K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-5- 0.1% |
$2.12K - $2.27K
|
5.06K
$2.96M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-5- 0.22% |
$2.12K - $2.27K
|
2.23K
$1.31M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-5- 0.44% |
$2.12K - $2.27K
|
1.14K
$669K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5- 0.17% |
$2.12K - $2.27K
|
2.99K
$1.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 8.22% |
$2.55K - $2.72K
|
67
$39.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-7- 0.15% |
$2.97K - $3.17K
|
4.55K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7- 0.04% |
$2.97K - $3.17K
|
18.3K
$10.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.35% |
$3.4K - $3.63K
|
2.29K
$1.34M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-8- 0.16% |
$3.4K - $3.63K
|
4.94K
$2.89M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-8- 1.29% |
$3.4K - $3.63K
|
613
$359K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-8- 0.51% |
$3.4K - $3.63K
|
1.56K
$911K
|
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-8- 0.7% |
$3.4K - $3.63K
|
1.13K
$665K
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-9- 0.52% |
$3.82K - $4.08K
|
1.73K
$1.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$3.82K - $4.08K
|
4.86K
$2.85M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-9- 0.15% |
$3.82K - $4.08K
|
5.85K
$3.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-9- 0.82% |
$3.82K - $4.08K
|
1.09K
$638K
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-9- 0.05% |
$3.82K - $4.08K
|
18.6K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9- 0.26% |
$3.82K - $4.08K
|
3.45K
$2.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-9- 0.41% |
$3.82K - $4.08K
|
2.18K
$1.28M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9- 0.81% |
$3.82K - $4.08K
|
1.11K
$649K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9- 0.21% |
$3.82K - $4.08K
|
4.28K
$2.51M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9- 0.03% |
$3.82K - $4.08K
|
30.5K
$17.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 1.01% |
$4.25K - $4.53K
|
977
$573K
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-10- 0.34% |
$4.25K - $4.53K
|
2.93K
$1.71M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 0.45% |
$4.25K - $4.53K
|
2.24K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 1.06% |
$4.25K - $4.53K
|
935
$548K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-10- 1.24% |
$4.25K - $4.53K
|
799
$468K
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10- 1.55% |
$4.25K - $4.53K
|
635
$372K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-10- 0.13% |
$4.25K - $4.53K
|
7.91K
$4.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-11- 0.83% |
$4.67K - $4.99K
|
1.32K
$771K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.21% |
$4.67K - $4.99K
|
5.25K
$3.08M
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-12- 0.35% |
$5.1K - $5.44K
|
3.43K
$2.01M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12- 0.05% |
$5.1K - $5.44K
|
24.7K
$14.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-12- 1.12% |
$5.1K - $5.44K
|
1.06K
$622K
|