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 09, 2021 Q3 2021
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-145
- 4.08%
$61.6K - $65.7K
3.41K $2.03M
Nov 08, 2021 Q3 2021
Tower View Investment Management & Research LLC

SELL
 -
-146
- 1.47%
$62K - $66.2K
9.82K $5.84M
Nov 15, 2021 Q3 2021
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-146
- 1.31%
$62K - $66.2K
11K $6.54M
Oct 29, 2021 Q3 2021
Wealth Management Partners, LLC

SELL
 -
-147
- 2.41%
$62.5K - $66.6K
5.94K $3.53M
Nov 04, 2021 Q3 2021
Welch Capital Partners LLC

Brooklyn, NY
SELL
 -
-147
- 0.06%
$62.5K - $66.6K
231K $137M
Dec 14, 2021 Q3 2021
Strategy Asset Managers LLC

SELL
 -
-149
- 0.8%
$63.3K - $67.5K
18.4K $10.9M
Oct 19, 2021 Q3 2021
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-149
- 2.37%
$63.3K - $67.5K
6.13K $3.65M
Oct 18, 2021 Q3 2021
Geneva Partners, LLC

SELL
 -
-150
- 2.82%
$63.7K - $68K
5.16K $3.07M
Oct 07, 2021 Q3 2021
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-150
- 20.78%
$63.7K - $68K
572 $340K
Oct 26, 2021 Q3 2021
Prism Advisors, Inc.

SELL
 -
-151
- 0.64%
$64.2K - $68.4K
23.6K $14M
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

SELL
 -
-153
- 0.25%
$65K - $69.3K
62.2K $37M
Nov 15, 2021 Q3 2021
Price T Rowe Associates Inc

Baltimore, MD
SELL
 -
-154
- 3.23%
$65.4K - $69.8K
4.61K $2.74M
Nov 09, 2021 Q3 2021
Wharton Business Group, LLC

Malvern, PA
SELL
 -
-154
- 5.07%
$65.4K - $69.8K
2.89K $1.72M
Nov 02, 2021 Q3 2021
Rain Capital Management, LLC

Lake Oswego, OR
SELL
 -
-154
- 7.36%
$65.4K - $69.8K
1.94K $1.15M
Oct 20, 2021 Q3 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-155
- 3.0%
$65.9K - $70.2K
5.01K $2.98M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-156
- 0.82%
$66.3K - $70.7K
18.9K $11.3M
Oct 27, 2021 Q3 2021
Trust CO Of Virginia

SELL
 -
-157
- 0.29%
$66.7K - $71.2K
54.8K $32.6M
Nov 03, 2021 Q3 2021
Brand Asset Management Group, Inc.

SELL
 -
-158
- 4.07%
$67.1K - $71.6K
3.72K $2.21M
Nov 02, 2021 Q3 2021
Mount Yale Investment Advisors, LLC

SELL
 -
-159
- 4.74%
$67.6K - $72.1K
3.19K $1.9M
Oct 25, 2021 Q3 2021
Howard Capital Management Group, LLC

SELL
 -
-160
- 0.1%
$68K - $72.5K
155K $92.3M
Nov 12, 2021 Q3 2021
First Washington Corp

Seattle, WA
SELL
 -
-160
- 0.63%
$68K - $72.5K
25.2K $15M
Oct 21, 2021 Q3 2021
Kessler Investment Group, LLC

SELL
 -
-162
Closed
$68.8K - $73.4K
0 $0
Oct 13, 2021 Q3 2021
Asset Management Corp

SELL
 -
-166
- 5.69%
$70.5K - $75.2K
2.75K $1.64M
Oct 25, 2021 Q3 2021
Blue Fin Capital, Inc.

SELL
 -
-166
- 1.54%
$70.5K - $75.2K
10.6K $6.32M
Nov 05, 2021 Q3 2021
Nikulski Financial, Inc.

SELL
 -
-167
- 1.65%
$71K - $75.7K
9.98K $5.94M
Nov 10, 2021 Q3 2021
Column Capital Advisors, LLC

SELL
 -
-170
- 4.44%
$72.2K - $77K
3.66K $2.18M
Nov 12, 2021 Q3 2021
Aufman Associates Inc

Sewickley, PA
SELL
 -
-170
- 9.28%
$72.2K - $77K
1.66K $989K
Oct 06, 2021 Q3 2021
Private Trust CO Na

SELL
 -
-171
- 0.69%
$72.7K - $77.5K
24.6K $14.7M
Oct 07, 2021 Q3 2021
New Capital Management LP

SELL
 -
-175
Closed
$74.4K - $79.3K
0 $0
Nov 08, 2021 Q3 2021
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-175
- 0.76%
$74.4K - $79.3K
22.8K $13.6M
Nov 04, 2021 Q3 2021
Abbot Financial Management, Inc.

North Andover, MA
SELL
 -
-175
- 15.46%
$74.4K - $79.3K
957 $569K
Oct 25, 2021 Q3 2021
Hm Capital Management, LLC

Clayton, MO
SELL
 -
-175
- 4.07%
$74.4K - $79.3K
4.12K $2.45M
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

SELL
 -
-181
- 0.16%
$76.9K - $82K
113K $67.2M
Oct 12, 2021 Q3 2021
Ayrshire Capital Management LLC

SELL
 -
-183
- 5.0%
$77.8K - $82.9K
3.48K $2.07M
Oct 25, 2021 Q3 2021
Traynor Capital Management, Inc.

SELL
 -
-183
- 4.89%
$77.8K - $82.9K
3.56K $2.12M
Nov 15, 2021 Q3 2021
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-183
- 2.08%
$77.8K - $82.9K
8.61K $5.12M
Nov 12, 2021 Q3 2021
Lcnb Corp

Lebanon, OH
SELL
 -
-183
- 1.83%
$77.8K - $82.9K
9.8K $5.83M
Nov 15, 2021 Q3 2021
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-184
- 0.52%
$78.2K - $83.4K
35.3K $21M
Oct 26, 2021 Q3 2021
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-185
- 4.51%
$78.6K - $83.8K
3.91K $2.33M
Oct 08, 2021 Q3 2021
Arthur M. Cohen & Associates, LLC

SELL
 -
-189
- 0.29%
$80.3K - $85.7K
64.4K $38.3M
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

SELL
 -
-192
- 3.48%
$81.6K - $87K
5.33K $3.17M
Nov 15, 2021 Q3 2021
Boston Family Office LLC

Boston, MA
SELL
 -
-193
- 0.25%
$82K - $87.5K
77.8K $46.3M
Nov 09, 2021 Q3 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-193
- 23.86%
$82K - $87.5K
616 $367K
Oct 12, 2021 Q3 2021
Aafmaa Wealth Management & Trust LLC

SELL
 -
-196
- 10.85%
$83.3K - $88.8K
1.61K $959K
Oct 22, 2021 Q3 2021
Optimum Investment Advisors

SELL
 -
-197
- 0.77%
$83.7K - $89.3K
25.4K $15.1M
Oct 13, 2021 Q3 2021
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-197
- 0.32%
$83.7K - $89.3K
61.9K $36.8M
Nov 10, 2021 Q3 2021
Lyell Wealth Management, LP

SELL
 -
-201
- 2.16%
$85.4K - $91.1K
9.11K $5.42M
Nov 05, 2021 Q3 2021
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-202
- 0.46%
$85.8K - $91.5K
43.8K $26.1M
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-203
- 3.3%
$86.3K - $92K
5.95K $3.54M

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