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 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-11- 0.83% |
$4.67K - $4.99K
|
1.32K
$845K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.21% |
$4.67K - $4.99K
|
5.25K
$3.37M
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-12- 0.35% |
$5.1K - $5.44K
|
3.43K
$2.21M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12- 0.05% |
$5.1K - $5.44K
|
24.7K
$15.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-12- 1.12% |
$5.1K - $5.44K
|
1.06K
$682K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-12- 0.03% |
$5.1K - $5.44K
|
34.7K
$22.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-12- 0.14% |
$5.1K - $5.44K
|
8.52K
$5.47M
|
|
|
Nov 15, 2021
Q3 2021
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-12- 0.19% |
$5.1K - $5.44K
|
6.34K
$4.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-13- 0.04% |
$5.52K - $5.89K
|
34.6K
$22.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-13- 0.39% |
$5.52K - $5.89K
|
3.35K
$2.15M
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-13- 0.09% |
$5.52K - $5.89K
|
13.8K
$8.86M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13- 0.19% |
$5.52K - $5.89K
|
6.81K
$4.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-13- 2.29% |
$5.52K - $5.89K
|
554
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-13- 0.13% |
$5.52K - $5.89K
|
9.89K
$6.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-13- 0.13% |
$5.52K - $5.89K
|
9.73K
$6.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13- 0.76% |
$5.52K - $5.89K
|
1.71K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-13- 1.9% |
$5.52K - $5.89K
|
672
$432K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
SELL
|
- |
-14- 0.12% |
$5.95K - $6.34K
|
11.6K
$7.46M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-14- 0.64% |
$5.95K - $6.34K
|
2.18K
$1.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.07% |
$5.95K - $6.34K
|
19.7K
$12.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14Closed |
$5.95K - $6.34K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-14- 0.16% |
$5.95K - $6.34K
|
8.73K
$5.61M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 2.73% |
$6.37K - $6.8K
|
535
$344K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-15- 1.98% |
$6.37K - $6.8K
|
743
$478K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-15- 2.78% |
$6.37K - $6.8K
|
525
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-15- 0.24% |
$6.37K - $6.8K
|
6.16K
$3.96M
|
|
|
Oct 22, 2021
Q3 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-15- 0.96% |
$6.37K - $6.8K
|
1.55K
$996K
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
SELL
|
- |
-16- 1.42% |
$6.8K - $7.25K
|
1.11K
$715K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.36% |
$6.8K - $7.25K
|
4.39K
$2.82M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-16- 0.76% |
$6.8K - $7.25K
|
2.09K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-16- 0.44% |
$6.8K - $7.25K
|
3.66K
$2.35M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-16- 0.04% |
$6.8K - $7.25K
|
42K
$27M
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-16- 0.08% |
$6.8K - $7.25K
|
19.7K
$12.7M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-17- 0.86% |
$7.22K - $7.7K
|
1.96K
$1.26M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17- 0.23% |
$7.22K - $7.7K
|
7.39K
$4.75M
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-18- 0.13% |
$7.65K - $8.16K
|
14.3K
$9.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 1.08% |
$7.65K - $8.16K
|
1.65K
$1.06M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-18- 0.39% |
$7.65K - $8.16K
|
4.59K
$2.95M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-18- 0.19% |
$7.65K - $8.16K
|
9.52K
$6.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-18- 3.31% |
$7.65K - $8.16K
|
525
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-18- 1.6% |
$7.65K - $8.16K
|
1.11K
$713K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-20- 0.59% |
$8.5K - $9.06K
|
3.36K
$2.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-20- 0.13% |
$8.5K - $9.06K
|
15.7K
$10.1M
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-20- 2.65% |
$8.5K - $9.06K
|
736
$473K
|
|
|
Nov 01, 2021
Q3 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-21- 0.78% |
$8.92K - $9.52K
|
2.67K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-21- 0.22% |
$8.92K - $9.52K
|
9.36K
$6.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-22- 2.77% |
$9.35K - $9.97K
|
771
$496K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22- 0.61% |
$9.35K - $9.97K
|
3.58K
$2.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-23- 0.26% |
$9.77K - $10.4K
|
8.69K
$5.59M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-23- 0.58% |
$9.77K - $10.4K
|
3.94K
$2.53M
|