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 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-112- 5.17% |
$47.6K - $50.8K
|
2.05K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-113- 2.82% |
$48K - $51.2K
|
3.9K
$2.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-114- 6.18% |
$48.4K - $51.7K
|
1.73K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-115- 0.18% |
$48.9K - $52.1K
|
63.2K
$37.6M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-115- 1.28% |
$48.9K - $52.1K
|
8.85K
$5.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
SELL
|
- |
-115- 8.33% |
$48.9K - $52.1K
|
1.27K
$753K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-117- 8.8% |
$49.7K - $53K
|
1.21K
$722K
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-117- 5.43% |
$49.7K - $53K
|
2.04K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-118- 3.89% |
$50.1K - $53.5K
|
2.92K
$1.74M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-119- 1.74% |
$50.6K - $53.9K
|
6.74K
$4.01M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-119- 0.26% |
$50.6K - $53.9K
|
45.4K
$27M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-119- 2.43% |
$50.6K - $53.9K
|
4.78K
$2.84M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-120- 2.58% |
$51K - $54.4K
|
4.54K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-120Closed |
$51K - $54.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-120- 18.05% |
$51K - $54.4K
|
545
$324K
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-120- 3.56% |
$51K - $54.4K
|
3.25K
$1.93M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-120- 0.65% |
$51K - $54.4K
|
18.3K
$10.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-121- 4.01% |
$51.4K - $54.8K
|
2.9K
$1.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-121- 3.36% |
$51.4K - $54.8K
|
3.48K
$2.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-122- 1.75% |
$51.8K - $55.3K
|
6.84K
$4.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-122- 2.79% |
$51.8K - $55.3K
|
4.24K
$2.53M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-122- 1.75% |
$51.8K - $55.3K
|
6.87K
$4.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-123- 0.28% |
$52.3K - $55.7K
|
43.3K
$25.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-123- 18.84% |
$52.3K - $55.7K
|
530
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-124- 2.24% |
$52.7K - $56.2K
|
5.41K
$3.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-125- 5.63% |
$53.1K - $56.6K
|
2.1K
$1.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-125- 1.55% |
$53.1K - $56.6K
|
7.95K
$4.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-127- 0.48% |
$54K - $57.6K
|
26.2K
$15.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-127- 1.83% |
$54K - $57.6K
|
6.79K
$4.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-127- 1.99% |
$54K - $57.6K
|
6.25K
$3.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-128- 0.54% |
$54.4K - $58K
|
23.6K
$14.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-129- 12.54% |
$54.8K - $58.5K
|
900
$536K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-130- 0.56% |
$55.2K - $58.9K
|
23.1K
$13.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-130- 6.87% |
$55.2K - $58.9K
|
1.76K
$1.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-132- 3.5% |
$56.1K - $59.8K
|
3.64K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-133- 11.78% |
$56.5K - $60.3K
|
996
$593K
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-133- 2.41% |
$56.5K - $60.3K
|
5.39K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-135- 0.55% |
$57.4K - $61.2K
|
24.2K
$14.4M
|
|
|
Nov 15, 2021
Q3 2021
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-136- 5.17% |
$57.8K - $61.6K
|
2.5K
$1.48M
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-137- 4.94% |
$58.2K - $62.1K
|
2.63K
$1.57M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-138- 6.6% |
$58.6K - $62.5K
|
1.95K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-139- 14.08% |
$59.1K - $63K
|
848
$505K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-141- 1.44% |
$59.9K - $63.9K
|
9.66K
$5.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-141- 15.95% |
$59.9K - $63.9K
|
743
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-141- 2.7% |
$59.9K - $63.9K
|
5.09K
$3.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-142- 5.89% |
$60.3K - $64.4K
|
2.27K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-142- 0.1% |
$60.3K - $64.4K
|
142K
$84.4M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-143- 3.58% |
$60.8K - $64.8K
|
3.85K
$2.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-144- 9.54% |
$61.2K - $65.3K
|
1.37K
$813K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-144- 1.01% |
$61.2K - $65.3K
|
14.2K
$8.44M
|