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 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-84- 1.2% |
$35.7K - $38.1K
|
6.92K
$4.07M
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-85- 6.04% |
$36.1K - $38.5K
|
1.32K
$778K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-86- 0.9% |
$36.5K - $39K
|
9.43K
$5.55M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-86- 1.69% |
$36.5K - $39K
|
5.01K
$2.95M
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-88- 1.96% |
$37.4K - $39.9K
|
4.41K
$2.59M
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-89- 2.21% |
$37.8K - $40.3K
|
3.94K
$2.32M
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-90- 1.04% |
$38.2K - $40.8K
|
8.59K
$5.05M
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-91- 2.75% |
$38.7K - $41.2K
|
3.22K
$1.89M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-91- 1.53% |
$38.7K - $41.2K
|
5.84K
$3.44M
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-91- 6.17% |
$38.7K - $41.2K
|
1.38K
$814K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-92- 0.31% |
$39.1K - $41.7K
|
29.6K
$17.4M
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
SELL
|
- |
-92- 4.25% |
$39.1K - $41.7K
|
2.08K
$1.22M
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-92- 11.23% |
$39.1K - $41.7K
|
727
$428K
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-93- 0.65% |
$39.5K - $42.1K
|
14.2K
$8.37M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-93- 3.53% |
$39.5K - $42.1K
|
2.55K
$1.5M
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-93- 2.42% |
$39.5K - $42.1K
|
3.75K
$2.2M
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-93- 2.4% |
$39.5K - $42.1K
|
3.79K
$2.23M
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-94- 5.56% |
$39.9K - $42.6K
|
1.6K
$939K
|
|
Nov 03, 2021
Q3 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-95- 2.41% |
$40.4K - $43.1K
|
3.84K
$2.26M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-96- 1.8% |
$40.8K - $43.5K
|
5.22K
$3.07M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-97- 9.84% |
$41.2K - $44K
|
889
$523K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-97- 0.34% |
$41.2K - $44K
|
28.4K
$16.7M
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-98- 14.04% |
$41.6K - $44.4K
|
600
$353K
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-100- 18.87% |
$42.5K - $45.3K
|
430
$253K
|
|
Nov 02, 2021
Q3 2021
|
Skylands Capital, LLC
|
SELL
|
- |
-100- 25.0% |
$42.5K - $45.3K
|
300
$176K
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 2.96% |
$42.5K - $45.3K
|
3.28K
$1.93M
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-100- 8.4% |
$42.5K - $45.3K
|
1.09K
$641K
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100- 1.76% |
$42.5K - $45.3K
|
5.57K
$3.28M
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-101- 0.29% |
$42.9K - $45.8K
|
35K
$20.6M
|
|
Nov 15, 2021
Q3 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-101- 15.98% |
$42.9K - $45.8K
|
531
$312K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-102- 0.49% |
$43.3K - $46.2K
|
20.6K
$12.1M
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-102- 1.41% |
$43.3K - $46.2K
|
7.14K
$4.2M
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-103- 16.59% |
$43.8K - $46.7K
|
518
$305K
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-103- 1.69% |
$43.8K - $46.7K
|
5.99K
$3.53M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-104- 0.7% |
$44.2K - $47.1K
|
14.8K
$8.71M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-104- 2.48% |
$44.2K - $47.1K
|
4.09K
$2.41M
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-104- 1.28% |
$44.2K - $47.1K
|
8.05K
$4.73M
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-104- 8.21% |
$44.2K - $47.1K
|
1.16K
$684K
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-104- 0.78% |
$44.2K - $47.1K
|
13.2K
$7.78M
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-105- 1.25% |
$44.6K - $47.6K
|
8.28K
$4.87M
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
SELL
|
- |
-106- 3.12% |
$45K - $48K
|
3.3K
$1.94M
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-107- 0.87% |
$45.5K - $48.5K
|
12.2K
$7.17M
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-107- 1.84% |
$45.5K - $48.5K
|
5.69K
$3.35M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-108- 1.92% |
$45.9K - $48.9K
|
5.51K
$3.24M
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-109- 0.95% |
$46.3K - $49.4K
|
11.4K
$6.72M
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-110- 5.08% |
$46.7K - $49.9K
|
2.06K
$1.21M
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-110- 18.15% |
$46.7K - $49.9K
|
496
$292K
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-110- 1.5% |
$46.7K - $49.9K
|
7.2K
$4.23M
|
|
Oct 29, 2021
Q3 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-110Closed |
$46.7K - $49.9K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-111- 0.3% |
$47.2K - $50.3K
|
36.6K
$21.5M
|