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 10, 2021
Q3 2021
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 4.02% |
$10.6K - $11.3K
|
597
$349K
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-25- 0.84% |
$10.6K - $11.3K
|
2.95K
$1.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-25- 1.12% |
$10.6K - $11.3K
|
2.22K
$1.3M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25- 0.15% |
$10.6K - $11.3K
|
16.7K
$9.76M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 81.25% |
$11K - $11.8K
|
6
$3.51K
|
|
|
Nov 15, 2021
Q3 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-26Closed |
$11K - $11.8K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-27- 1.02% |
$11.5K - $12.2K
|
2.63K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.51% |
$11.5K - $12.2K
|
5.22K
$3.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-27- 0.94% |
$11.5K - $12.2K
|
2.85K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-27- 0.67% |
$11.5K - $12.2K
|
4.03K
$2.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-27- 4.43% |
$11.5K - $12.2K
|
582
$340K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-28- 1.67% |
$11.9K - $12.7K
|
1.65K
$964K
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-28- 0.01% |
$11.9K - $12.7K
|
295K
$173M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-28- 1.4% |
$11.9K - $12.7K
|
1.97K
$1.15M
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-28- 0.51% |
$11.9K - $12.7K
|
5.45K
$3.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-28- 2.41% |
$11.9K - $12.7K
|
1.13K
$662K
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-28- 0.87% |
$11.9K - $12.7K
|
3.2K
$1.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-29- 2.11% |
$12.3K - $13.1K
|
1.35K
$788K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-29- 2.52% |
$12.3K - $13.1K
|
1.12K
$655K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 2.13% |
$12.3K - $13.1K
|
1.33K
$778K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-30- 0.2% |
$12.7K - $13.6K
|
14.9K
$8.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-30- 0.77% |
$12.7K - $13.6K
|
3.86K
$2.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-30- 4.53% |
$12.7K - $13.6K
|
632
$369K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-30- 0.96% |
$12.7K - $13.6K
|
3.09K
$1.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-30- 0.89% |
$12.7K - $13.6K
|
3.35K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-30- 0.39% |
$12.7K - $13.6K
|
7.7K
$4.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-31- 3.43% |
$13.2K - $14K
|
873
$510K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.04% |
$13.2K - $14K
|
85.9K
$50.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-32- 4.32% |
$13.6K - $14.5K
|
709
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-32- 0.58% |
$13.6K - $14.5K
|
5.48K
$3.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-32- 3.19% |
$13.6K - $14.5K
|
971
$568K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-32- 0.46% |
$13.6K - $14.5K
|
6.87K
$4.02M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-33- 0.9% |
$14K - $15K
|
3.65K
$2.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-33- 0.45% |
$14K - $15K
|
7.38K
$4.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-33- 56.9% |
$14K - $15K
|
25
$14.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
SELL
|
- |
-34- 4.91% |
$14.4K - $15.4K
|
659
$385K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-34- 2.64% |
$14.4K - $15.4K
|
1.25K
$732K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-34- 1.99% |
$14.4K - $15.4K
|
1.67K
$978K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 0.62% |
$14.4K - $15.4K
|
5.42K
$3.17M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-34- 0.08% |
$14.4K - $15.4K
|
40K
$23.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-34- 42.5% |
$14.4K - $15.4K
|
46
$26.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-34- 3.14% |
$14.4K - $15.4K
|
1.05K
$613K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-34- 0.49% |
$14.4K - $15.4K
|
6.95K
$4.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
SELL
|
- |
-35- 2.95% |
$14.9K - $15.9K
|
1.15K
$672K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-35- 0.7% |
$14.9K - $15.9K
|
4.94K
$2.89M
|
|
|
Oct 26, 2021
Q3 2021
|
Penbrook Management LLC
|
SELL
|
- |
-35- 0.92% |
$14.9K - $15.9K
|
3.76K
$2.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-35- 0.16% |
$14.9K - $15.9K
|
21.2K
$12.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.27% |
$14.9K - $15.9K
|
2.72K
$1.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-35- 2.84% |
$14.9K - $15.9K
|
1.2K
$699K
|
|
|
Oct 05, 2021
Q3 2021
|
Professional Advisory Services Inc
|
SELL
|
- |
-36- 1.13% |
$15.3K - $16.3K
|
3.14K
$1.84M
|