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 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.25K+ 87.48% |
$532K - $567K
|
2.68K
$1.6M
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.25K+ 70.49% |
$531K - $566K
|
3.02K
$1.8M
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
BUY
|
- |
1.23K+ 23.06% |
$521K - $556K
|
6.55K
$3.9M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.22K+ 4.97% |
$518K - $552K
|
25.7K
$15.3M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.22KNew |
$517K - $552K
|
1.22K
$724K
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 9.52% |
$513K - $547K
|
13.9K
$8.26M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.2K+ 2.73% |
$511K - $545K
|
45.3K
$27M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 1.42% |
$510K - $544K
|
85.9K
$51.1M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.2K+ 4.5% |
$508K - $542K
|
27.7K
$16.5M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.19K+ 11.0% |
$505K - $538K
|
12K
$7.13M
|
|
Nov 15, 2021
Q3 2021
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1.19KNew |
$504K - $538K
|
1.19K
$706K
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$503K - $536K
|
1.18K
$704K
|
|
Nov 10, 2021
Q3 2021
|
Strategic Investment Management, LLC
|
BUY
|
- |
1.17KNew |
$497K - $530K
|
1.17K
$696K
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.17K+ 61.71% |
$497K - $530K
|
3.07K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 35.75% |
$493K - $526K
|
4.41K
$2.62M
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.16K+ 2.81% |
$492K - $524K
|
42.3K
$25.2M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
1.15K+ 6.3% |
$490K - $523K
|
19.5K
$11.6M
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.15K+ 56.28% |
$487K - $520K
|
3.19K
$1.9M
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.14K+ 35.76% |
$486K - $518K
|
4.34K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 11.46% |
$484K - $516K
|
11.1K
$6.59M
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 11.46% |
$484K - $516K
|
11.1K
$6.59M
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.14K+ 3.29% |
$484K - $516K
|
35.7K
$21.2M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.13K+ 0.9% |
$479K - $511K
|
126K
$75.1M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.13K+ 0.9% |
$479K - $511K
|
126K
$75.1M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.12K+ 7.34% |
$478K - $509K
|
16.4K
$9.78M
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
1.11KNew |
$472K - $503K
|
1.11K
$661K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.11K+ 4.65% |
$471K - $503K
|
25K
$14.9M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 3.64% |
$468K - $499K
|
31.4K
$18.7M
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 6.96% |
$467K - $498K
|
16.9K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.09K+ 95.71% |
$464K - $495K
|
2.24K
$1.33M
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.08K+ 117.21% |
$460K - $491K
|
2.01K
$1.19M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.08KNew |
$459K - $489K
|
1.08K
$643K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07KNew |
$455K - $485K
|
1.07K
$637K
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
1.06K+ 4.35% |
$449K - $479K
|
25.3K
$15.1M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.04K+ 22.61% |
$441K - $470K
|
5.62K
$3.35M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 11.44% |
$440K - $469K
|
10.1K
$6M
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.03K+ 2.45% |
$438K - $467K
|
43.1K
$25.6M
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$437K - $466K
|
1.03K
$612K
|
|
Nov 15, 2021
Q3 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.03KNew |
$436K - $465K
|
1.03K
$611K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.02K+ 172.71% |
$433K - $462K
|
1.61K
$957K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
1.02K+ 1.27% |
$431K - $460K
|
80.6K
$48M
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 24.23% |
$431K - $460K
|
5.2K
$3.1M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.01K+ 7.21% |
$431K - $460K
|
15.1K
$8.97M
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1KNew |
$425K - $453K
|
1K
$595K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
989+ 7.74% |
$420K - $448K
|
13.8K
$8.19M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
987+ 0.41% |
$419K - $447K
|
244K
$145M
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
984+ 6.02% |
$418K - $446K
|
17.3K
$10.3M
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
984+ 45.68% |
$418K - $446K
|
3.14K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
981+ 20.41% |
$417K - $445K
|
5.79K
$3.44M
|
|
Nov 07, 2022
Q3 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
980+ 19.6% |
$416K - $444K
|
5.98K
$3.56M
|