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 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-59- 1.2% |
$25.1K - $26.7K
|
4.87K
$2.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-59- 0.46% |
$25.1K - $26.7K
|
12.9K
$7.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-60- 0.87% |
$25.5K - $27.2K
|
6.82K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-60- 5.63% |
$25.5K - $27.2K
|
1.01K
$589K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-61- 8.4% |
$25.9K - $27.6K
|
665
$390K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-61- 0.27% |
$25.9K - $27.6K
|
22.4K
$13.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-61- 0.53% |
$25.9K - $27.6K
|
11.3K
$6.65M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.75% |
$26.3K - $28.1K
|
8.22K
$4.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-63- 0.62% |
$26.8K - $28.6K
|
10.1K
$5.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
SELL
|
- |
-64- 0.3% |
$27.2K - $29K
|
21.3K
$12.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-64- 8.88% |
$27.2K - $29K
|
657
$385K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-64- 0.45% |
$27.2K - $29K
|
14.3K
$8.37M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-65- 0.83% |
$27.6K - $29.5K
|
7.77K
$4.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
SELL
|
- |
-65- 0.14% |
$27.6K - $29.5K
|
45.8K
$26.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-66- 0.64% |
$28K - $29.9K
|
10.2K
$6.01M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
SELL
|
- |
-66- 6.26% |
$28K - $29.9K
|
989
$580K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-66- 5.16% |
$28K - $29.9K
|
1.21K
$711K
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-67- 5.5% |
$28.5K - $30.4K
|
1.15K
$675K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-69- 1.18% |
$29.3K - $31.3K
|
5.79K
$3.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-70- 52.24% |
$29.7K - $31.7K
|
64
$37.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-70- 0.15% |
$29.7K - $31.7K
|
47.6K
$27.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-70- 5.17% |
$29.7K - $31.7K
|
1.28K
$752K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-70- 1.99% |
$29.7K - $31.7K
|
3.44K
$2.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 12.54% |
$29.7K - $31.7K
|
488
$286K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-70- 3.59% |
$29.7K - $31.7K
|
1.88K
$1.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-72- 0.61% |
$30.6K - $32.6K
|
11.7K
$6.83M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-72- 1.6% |
$30.6K - $32.6K
|
4.42K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-72- 1.81% |
$30.6K - $32.6K
|
3.92K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-72- 4.95% |
$30.6K - $32.6K
|
1.38K
$810K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-74- 4.92% |
$31.4K - $33.5K
|
1.43K
$839K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-74- 1.21% |
$31.4K - $33.5K
|
6.06K
$3.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-75- 2.46% |
$31.9K - $34K
|
2.97K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-75- 1.85% |
$31.9K - $34K
|
3.98K
$2.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.59% |
$31.9K - $34K
|
1.56K
$914K
|
|
|
Oct 06, 2021
Q3 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-76- 2.27% |
$32.3K - $34.4K
|
3.28K
$1.92M
|
|
|
Oct 13, 2021
Q3 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-76- 7.92% |
$32.3K - $34.4K
|
883
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-76- 4.95% |
$32.3K - $34.4K
|
1.46K
$856K
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-77- 0.68% |
$32.7K - $34.9K
|
11.2K
$6.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-77- 2.56% |
$32.7K - $34.9K
|
2.94K
$1.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-78- 3.58% |
$33.1K - $35.3K
|
2.1K
$1.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-79- 0.54% |
$33.6K - $35.8K
|
14.6K
$8.55M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-80- 0.78% |
$34K - $36.3K
|
10.2K
$5.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-80- 1.76% |
$34K - $36.3K
|
4.47K
$2.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-80- 0.17% |
$34K - $36.3K
|
47.6K
$27.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-80- 0.08% |
$34K - $36.3K
|
95.9K
$56.2M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-81- 3.86% |
$34.4K - $36.7K
|
2.02K
$1.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-81- 0.87% |
$34.4K - $36.7K
|
9.19K
$5.38M
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-83- 3.81% |
$35.3K - $37.6K
|
2.1K
$1.23M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-83- 2.43% |
$35.3K - $37.6K
|
3.33K
$1.95M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-83- 1.23% |
$35.3K - $37.6K
|
6.66K
$3.9M
|