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 12, 2021
Q3 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-196- 10.85% |
$83.3K - $88.8K
|
1.61K
$1.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-197- 0.77% |
$83.7K - $89.3K
|
25.4K
$16.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-197- 0.32% |
$83.7K - $89.3K
|
61.9K
$39.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-201- 2.16% |
$85.4K - $91.1K
|
9.11K
$5.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-202- 0.46% |
$85.8K - $91.5K
|
43.8K
$28.1M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-203- 3.3% |
$86.3K - $92K
|
5.95K
$3.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-205- 0.17% |
$87.1K - $92.9K
|
119K
$76.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-205- 0.82% |
$87.1K - $92.9K
|
24.8K
$15.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-205- 3.12% |
$87.1K - $92.9K
|
6.36K
$4.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-205- 4.21% |
$87.1K - $92.9K
|
4.66K
$3M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-206- 0.81% |
$87.5K - $93.4K
|
25.2K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-206- 3.29% |
$87.5K - $93.4K
|
6.06K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-206- 16.12% |
$87.5K - $93.4K
|
1.07K
$689K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-207- 0.41% |
$88K - $93.8K
|
49.9K
$32.1M
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-209- 15.92% |
$88.8K - $94.7K
|
1.1K
$710K
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-210- 2.66% |
$89.2K - $95.2K
|
7.68K
$4.94M
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-211- 2.08% |
$89.7K - $95.6K
|
9.95K
$6.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-213- 4.1% |
$90.5K - $96.5K
|
4.98K
$3.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-213- 14.02% |
$90.5K - $96.5K
|
1.31K
$839K
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
SELL
|
- |
-215- 1.15% |
$91.4K - $97.4K
|
18.5K
$11.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-215- 26.0% |
$91.4K - $97.4K
|
612
$393K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-216- 3.33% |
$91.8K - $97.9K
|
6.28K
$4.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-217- 2.48% |
$92.2K - $98.3K
|
8.52K
$5.48M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-217- 1.2% |
$92.2K - $98.3K
|
17.9K
$11.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-217- 0.83% |
$92.2K - $98.3K
|
25.9K
$16.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-217- 4.04% |
$92.2K - $98.3K
|
5.15K
$3.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-219- 26.84% |
$93.1K - $99.2K
|
597
$384K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-219- 2.83% |
$93.1K - $99.2K
|
7.52K
$4.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-219- 20.33% |
$93.1K - $99.2K
|
858
$551K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-220- 0.98% |
$93.5K - $99.7K
|
22.2K
$14.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-220- 0.23% |
$93.5K - $99.7K
|
94.1K
$60.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-221- 1.36% |
$93.9K - $100K
|
16K
$10.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-222- 4.31% |
$94.3K - $101K
|
4.93K
$3.17M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-224- 1.11% |
$95.2K - $102K
|
20K
$12.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-225- 6.74% |
$95.6K - $102K
|
3.12K
$2M
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-225- 5.52% |
$95.6K - $102K
|
3.85K
$2.48M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-227- 0.72% |
$96.5K - $103K
|
31.1K
$20M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-228- 10.71% |
$96.9K - $103K
|
1.9K
$1.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-228- 4.05% |
$96.9K - $103K
|
5.41K
$3.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-229- 0.42% |
$97.3K - $104K
|
54.5K
$35.1M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-230- 8.51% |
$97.7K - $104K
|
2.47K
$1.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-233- 1.81% |
$99K - $106K
|
12.6K
$8.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-236- 8.08% |
$100K - $107K
|
2.68K
$1.72M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-236- 10.08% |
$100K - $107K
|
2.11K
$1.35M
|
|
|
Oct 18, 2021
Q3 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-237- 15.33% |
$101K - $107K
|
1.31K
$841K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-237- 5.89% |
$101K - $107K
|
3.79K
$2.43M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-239- 1.77% |
$102K - $108K
|
13.2K
$8.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-240- 3.84% |
$102K - $109K
|
6.01K
$3.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-241- 0.97% |
$102K - $109K
|
24.5K
$15.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-244- 0.61% |
$104K - $111K
|
39.4K
$25.4M
|