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 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
419+ 133.02% |
$178K - $190K
|
734
$437K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
414+ 1.89% |
$176K - $188K
|
22.3K
$13.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
412+ 1.35% |
$175K - $187K
|
30.9K
$18.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
410+ 30.15% |
$174K - $186K
|
1.77K
$1.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
409+ 4.85% |
$174K - $185K
|
8.84K
$5.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
407+ 3.33% |
$173K - $184K
|
12.6K
$7.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
406+ 3.01% |
$173K - $184K
|
13.9K
$8.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
401+ 2.0% |
$170K - $182K
|
20.4K
$12.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
401+ 6.52% |
$170K - $182K
|
6.56K
$3.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
400+ 400.0% |
$170K - $181K
|
500
$298K
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
397+ 3.21% |
$169K - $180K
|
12.8K
$7.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
395+ 4.92% |
$168K - $179K
|
8.43K
$5.02M
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
395+ 9.13% |
$168K - $179K
|
4.72K
$2.81M
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
395+ 14.35% |
$168K - $179K
|
3.15K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
394+ 67.12% |
$167K - $179K
|
981
$584K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
393+ 5.82% |
$167K - $178K
|
7.15K
$4.25M
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
374+ 1.92% |
$159K - $169K
|
19.9K
$11.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
370New |
$157K - $168K
|
370
$220K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
367+ 6.78% |
$156K - $166K
|
5.78K
$3.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
362+ 3.11% |
$154K - $164K
|
12K
$7.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
360+ 54.55% |
$153K - $163K
|
1.02K
$607K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
352+ 40.05% |
$150K - $160K
|
1.23K
$732K
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
351+ 1.18% |
$149K - $159K
|
30.1K
$17.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
351+ 1.39% |
$149K - $159K
|
25.5K
$15.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
350+ 7.6% |
$149K - $159K
|
4.96K
$2.95M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
350+ 2.28% |
$149K - $159K
|
15.7K
$9.33M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
348+ 4.44% |
$148K - $158K
|
8.19K
$4.88M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
345+ 64.97% |
$147K - $156K
|
876
$521K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
343+ 47.57% |
$146K - $155K
|
1.06K
$633K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
340+ 1.74% |
$144K - $154K
|
19.9K
$11.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
340+ 1.02% |
$144K - $154K
|
33.7K
$20M
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
338+ 2.63% |
$144K - $153K
|
13.2K
$7.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
337+ 0.82% |
$143K - $153K
|
41.5K
$24.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
335+ 0.53% |
$142K - $152K
|
63K
$37.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
333+ 3.81% |
$142K - $151K
|
9.07K
$5.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
332+ 27.33% |
$141K - $150K
|
1.55K
$920K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
332+ 4.37% |
$141K - $150K
|
7.93K
$4.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
332+ 0.73% |
$141K - $150K
|
46.1K
$27.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
327+ 4.39% |
$139K - $148K
|
7.78K
$4.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
326+ 8.4% |
$139K - $148K
|
4.21K
$2.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
323+ 1.63% |
$137K - $146K
|
20.1K
$12M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
321+ 1.82% |
$136K - $145K
|
17.9K
$10.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
321+ 7.13% |
$136K - $145K
|
4.83K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
317+ 5.93% |
$135K - $144K
|
5.66K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
316+ 1.6% |
$134K - $143K
|
20.1K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
312+ 1.5% |
$133K - $141K
|
21K
$12.5M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
308+ 3.51% |
$131K - $140K
|
9.09K
$5.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
304+ 22.45% |
$129K - $138K
|
1.66K
$987K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
303+ 7.99% |
$129K - $137K
|
4.09K
$2.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
301+ 17.37% |
$128K - $136K
|
2.03K
$1.21M
|