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 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
100+ 3.23% |
$42.5K - $45.3K
|
3.2K
$2.05M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
99+ 3.58% |
$42.1K - $44.9K
|
2.87K
$1.84M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
99+ 8.87% |
$42.1K - $44.9K
|
1.22K
$781K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
97+ 1.82% |
$41.2K - $44K
|
5.43K
$3.49M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
97+ 0.35% |
$41.2K - $44K
|
27.6K
$17.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
96+ 4.56% |
$40.8K - $43.5K
|
2.2K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
95+ 0.77% |
$40.4K - $43.1K
|
12.5K
$8.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
95+ 4.74% |
$40.4K - $43.1K
|
2.1K
$1.35M
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
94+ 2.87% |
$39.9K - $42.6K
|
3.37K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
94+ 2.08% |
$39.9K - $42.6K
|
4.62K
$2.97M
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
92+ 9.74% |
$39.1K - $41.7K
|
1.04K
$666K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
92+ 2.36% |
$39.1K - $41.7K
|
4K
$2.57M
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
91+ 0.34% |
$38.7K - $41.2K
|
26.6K
$17.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
91+ 3.58% |
$38.7K - $41.2K
|
2.63K
$1.69M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
91+ 3.2% |
$38.7K - $41.2K
|
2.94K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
91+ 0.07% |
$38.7K - $41.2K
|
135K
$86.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
91+ 11.38% |
$38.7K - $41.2K
|
891
$573K
|
|
|
Oct 12, 2021
Q3 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
90+ 1.17% |
$38.2K - $40.8K
|
7.77K
$4.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
89+ 12.86% |
$37.8K - $40.3K
|
781
$502K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 3.86% |
$37.8K - $40.3K
|
2.39K
$1.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
87+ 14.87% |
$37K - $39.4K
|
672
$432K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
87+ 0.33% |
$37K - $39.4K
|
26.5K
$17.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
86+ 1.55% |
$36.5K - $39K
|
5.62K
$3.61M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
86+ 9.06% |
$36.5K - $39K
|
1.04K
$665K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
86+ 0.11% |
$36.5K - $39K
|
79.3K
$51M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
85+ 6.76% |
$36.1K - $38.5K
|
1.34K
$862K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
84+ 4.21% |
$35.7K - $38.1K
|
2.08K
$1.34M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
83+ 4.8% |
$35.3K - $37.6K
|
1.81K
$1.16M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
83+ 0.38% |
$35.3K - $37.6K
|
21.8K
$14M
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
82+ 8.4% |
$34.8K - $37.2K
|
1.06K
$680K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
82+ 0.08% |
$34.8K - $37.2K
|
97.9K
$62.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
81+ 6.49% |
$34.4K - $36.7K
|
1.33K
$855K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
81+ 15.14% |
$34.4K - $36.7K
|
616
$396K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
78+ 0.06% |
$33.1K - $35.3K
|
128K
$82.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
78+ 1.31% |
$33.1K - $35.3K
|
6.02K
$3.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
78+ 0.83% |
$33.1K - $35.3K
|
9.47K
$6.08M
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
78+ 11.26% |
$33.1K - $35.3K
|
771
$496K
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
77+ 0.91% |
$32.7K - $34.9K
|
8.59K
$5.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
77+ 0.39% |
$32.7K - $34.9K
|
19.9K
$12.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
75+ 0.51% |
$31.9K - $34K
|
14.7K
$9.48M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
75+ 4.11% |
$31.9K - $34K
|
1.9K
$1.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
73+ 5.1% |
$31K - $33.1K
|
1.51K
$967K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
72+ 1.48% |
$30.6K - $32.6K
|
4.92K
$3.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
70+ 4.18% |
$29.7K - $31.7K
|
1.74K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
70+ 7.63% |
$29.7K - $31.7K
|
987
$634K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.7% |
$29.3K - $31.3K
|
9.99K
$6.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
68+ 0.51% |
$28.9K - $30.8K
|
13.5K
$8.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
68+ 0.74% |
$28.9K - $30.8K
|
9.27K
$5.96M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68+ 0.2% |
$28.9K - $30.8K
|
34.7K
$22.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
66+ 0.13% |
$28K - $29.9K
|
49.4K
$31.7M
|