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 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
8+ 0.32% |
$3.4K - $3.63K
|
2.53K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.06% |
$2.97K - $3.17K
|
11.7K
$7.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
7+ 0.22% |
$2.97K - $3.17K
|
3.13K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7+ 0.05% |
$2.97K - $3.17K
|
13.5K
$8.66M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$2.97K - $3.17K
|
14.4K
$9.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
7+ 1.27% |
$2.97K - $3.17K
|
559
$359K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.7% |
$2.97K - $3.17K
|
1.01K
$648K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.15% |
$2.55K - $2.72K
|
4.02K
$2.58M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6+ 0.31% |
$2.55K - $2.72K
|
1.96K
$1.26M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.07% |
$2.55K - $2.72K
|
8.52K
$5.47M
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$2.55K - $2.72K
|
51K
$32.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
BUY
|
- |
6+ 0.87% |
$2.55K - $2.72K
|
692
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.41% |
$2.55K - $2.72K
|
1.46K
$939K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.16% |
$2.55K - $2.72K
|
3.85K
$2.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
5+ 0.16% |
$2.12K - $2.27K
|
3.12K
$2.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
5+ 0.46% |
$2.12K - $2.27K
|
1.1K
$704K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$2.12K - $2.27K
|
5.45K
$3.51M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
5+ 0.09% |
$2.12K - $2.27K
|
5.86K
$3.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
5+ 0.1% |
$2.12K - $2.27K
|
4.88K
$3.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.51% |
$2.12K - $2.27K
|
981
$630K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5+ 0.7% |
$2.12K - $2.27K
|
723
$465K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 0.12% |
$2.12K - $2.27K
|
4.27K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5+ 0.33% |
$2.12K - $2.27K
|
1.51K
$969K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5+ 1.0% |
$2.12K - $2.27K
|
507
$326K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.02% |
$1.7K - $1.81K
|
18.7K
$12M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.7K - $1.81K
|
1.25K
$800K
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
4+ 0.81% |
$1.7K - $1.81K
|
496
$319K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4+ 0.3% |
$1.7K - $1.81K
|
1.32K
$847K
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
4+ 0.13% |
$1.7K - $1.81K
|
3.15K
$2.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.34% |
$1.7K - $1.81K
|
1.17K
$753K
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$1.7K - $1.81K
|
4.39K
$2.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.27K - $1.36K
|
1.04K
$669K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.22% |
$1.27K - $1.36K
|
1.4K
$897K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.09% |
$1.27K - $1.36K
|
3.29K
$2.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.3% |
$1.27K - $1.36K
|
997
$641K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.27K - $1.36K
|
940
$604K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3+ 0.19% |
$1.27K - $1.36K
|
1.54K
$992K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3+ 0.28% |
$1.27K - $1.36K
|
1.09K
$700K
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.05% |
$1.27K - $1.36K
|
6.03K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3+ 0.21% |
$1.27K - $1.36K
|
1.46K
$935K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.28% |
$1.27K - $1.36K
|
1.07K
$688K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.14% |
$1.27K - $1.36K
|
2.14K
$1.38M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.31% |
$850 - $906
|
654
$420K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
2+ 0.05% |
$850 - $906
|
3.95K
$2.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.34% |
$850 - $906
|
586
$377K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.04% |
$850 - $906
|
5.52K
$3.55M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$850 - $906
|
2.35K
$1.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.14% |
$850 - $906
|
1.42K
$910K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$850 - $906
|
1.07K
$689K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$850 - $906
|
2.2K
$1.41M
|