Purchases and Sales Made in Q3 2021 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
143
+ 1.35%
$60.8K - $64.8K
10.8K $6.4M
Nov 12, 2021 Q3 2021
Landmark Financial Advisors, LLC

BUY
 -
142
+ 0.95%
$60.3K - $64.4K
15.1K $8.99M
Nov 15, 2021 Q3 2021
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
142
+ 0.6%
$60.3K - $64.4K
23.8K $14.1M
Oct 21, 2021 Q3 2021
Rezny Wealth Management, Inc.

BUY
 -
140
+ 17.83%
$59.5K - $63.4K
925 $550K
Nov 17, 2021 Q3 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
140
+ 1.56%
$59.5K - $63.4K
9.12K $5.43M
Oct 26, 2021 Q3 2021
Sage Capital Advisors,Llc

BUY
 -
137
+ 0.93%
$58.2K - $62.1K
14.9K $8.88M
Oct 21, 2021 Q3 2021
Founders Capital Management, LLC

BUY
 -
137
+ 2.58%
$58.2K - $62.1K
5.44K $3.24M
Oct 29, 2021 Q3 2021
Northstar Asset Management LLC

BUY
 -
135
+ 0.66%
$57.4K - $61.2K
20.5K $12.2M
Oct 08, 2021 Q3 2021
Charles Schwab Trust CO

BUY
 -
135
+ 7.45%
$57.4K - $61.2K
1.95K $1.16M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
134
+ 0.5%
$56.9K - $60.7K
26.9K $16M
Oct 20, 2021 Q3 2021
Signature Wealth Management Partners, LLC

BUY
 -
131
+ 1.93%
$55.7K - $59.4K
6.93K $4.12M
Nov 01, 2021 Q3 2021
Key F Inancial Inc

BUY
 -
130
+ 14.35%
$55.2K - $58.9K
1.04K $616K
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

BUY
 -
129
+ 4.69%
$54.8K - $58.5K
2.88K $1.71M
Oct 29, 2021 Q3 2021
Hartford Financial Management Inc.

BUY
 -
128
+ 112.28%
$54.4K - $58K
242 $144K
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
128
+ 4.06%
$54.4K - $58K
3.28K $1.95M
Nov 15, 2021 Q3 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
128
+ 0.52%
$54.4K - $58K
24.7K $14.7M
Oct 25, 2021 Q3 2021
Fulton Breakefield Broenniman LLC

BUY
 -
125
+ 0.39%
$53.1K - $56.6K
31.9K $19M
Oct 01, 2021 Q3 2021
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
125
+ 18.6%
$53.1K - $56.6K
797 $474K
Nov 09, 2021 Q3 2021
Community Financial Services Group, LLC

Newport, VT
BUY
 -
125
+ 3.06%
$53.1K - $56.6K
4.21K $2.5M
Nov 12, 2021 Q3 2021
Madison Wealth Management

Cincinnati, OH
BUY
 -
121
+ 1.73%
$51.4K - $54.8K
7.12K $4.23M
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
120
+ 0.09%
$51K - $54.4K
128K $76.2M
May 15, 2024 Q3 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
116
+ 0.83%
$49.3K - $52.6K
14K $8.34M
Nov 12, 2021 Q3 2021
Concentrum Wealth Management

BUY
 -
115
New
$48.9K - $52.1K
115 $68.4K
Nov 09, 2021 Q3 2021
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
115
+ 1.24%
$48.9K - $52.1K
9.42K $5.6M
Nov 08, 2021 Q3 2021
Congress Asset Management CO

BUY
 -
114
+ 3.61%
$48.4K - $51.7K
3.27K $1.95M
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
113
+ 0.46%
$48K - $51.2K
24.9K $14.8M
Nov 12, 2021 Q3 2021
Pekin Hardy Strauss, Inc.

BUY
 -
112
+ 3.29%
$47.6K - $50.8K
3.52K $2.1M
Nov 15, 2021 Q3 2021
Port Capital LLC

Chicago, IL
BUY
 -
111
+ 0.97%
$47.2K - $50.3K
11.5K $6.86M
Nov 15, 2021 Q3 2021
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
110
+ 0.33%
$46.7K - $49.9K
33.6K $20M
Nov 15, 2021 Q3 2021
Little House Capital LLC

Braintree, MA
BUY
 -
110
+ 5.6%
$46.7K - $49.9K
2.07K $1.23M
Nov 12, 2021 Q3 2021
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
109
+ 0.16%
$46.3K - $49.4K
68.6K $40.8M
Oct 28, 2021 Q3 2021
Affinity Capital Advisors, LLC

BUY
 -
107
+ 4.19%
$45.5K - $48.5K
2.66K $1.58M
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
107
+ 0.02%
$45.5K - $48.5K
701K $417M
Dec 06, 2021 Q3 2021
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
107
+ 0.57%
$45.5K - $48.5K
18.7K $11.1M
Oct 19, 2021 Q3 2021
Dixon Hubard Feinour & Brown Inc

BUY
 -
105
+ 6.63%
$44.6K - $47.6K
1.69K $1M
Nov 10, 2021 Q3 2021
Jnba Financial Advisors

BUY
 -
105
+ 2.97%
$44.6K - $47.6K
3.64K $2.16M
Oct 12, 2021 Q3 2021
American National Bank

BUY
 -
103
+ 3.16%
$43.8K - $46.7K
3.36K $2M
Oct 19, 2021 Q3 2021
Pacific Financial Group Inc

BUY
 -
102
+ 0.95%
$43.3K - $46.2K
10.8K $6.42M
Nov 15, 2021 Q3 2021
Beacon Financial Advisory LLC

BUY
 -
101
+ 1.35%
$42.9K - $45.8K
7.61K $4.53M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

BUY
 -
100
+ 1.2%
$42.5K - $45.3K
8.41K $5.01M
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
100
+ 7.66%
$42.5K - $45.3K
1.41K $836K
Oct 19, 2021 Q3 2021
Asset Planning Services Inc

BUY
 -
100
+ 7.65%
$42.5K - $45.3K
1.41K $837K
Nov 16, 2021 Q3 2021
Asset Planning Corporation

BUY
 -
100
+ 7.67%
$42.5K - $45.3K
1.4K $835K
Nov 08, 2021 Q3 2021
Curated Wealth Partners LLC

BUY
 -
100
+ 0.26%
$42.5K - $45.3K
38.2K $22.7M
Oct 29, 2021 Q3 2021
Asset Advisors Investment Management, LLC

BUY
 -
100
+ 1.01%
$42.5K - $45.3K
10K $5.96M
Nov 14, 2024 Q3 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
100
+ 3.23%
$42.5K - $45.3K
3.2K $1.9M
Nov 08, 2021 Q3 2021
Capital Directions Investment Advisors, LLC

BUY
 -
99
+ 3.58%
$42.1K - $44.9K
2.87K $1.71M
Oct 22, 2021 Q3 2021
Accurate Wealth Management, LLC

BUY
 -
99
+ 8.87%
$42.1K - $44.9K
1.22K $723K
Nov 15, 2021 Q3 2021
Eagle Global Advisors LLC

Houston, TX
BUY
 -
97
+ 1.82%
$41.2K - $44K
5.43K $3.23M

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