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
|
Kidder Stephen W
|
SELL
|
- |
-250- 7.04% |
$106K - $113K
|
3.3K
$1.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-250- 15.85% |
$106K - $113K
|
1.33K
$790K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-253- 1.91% |
$108K - $115K
|
13K
$7.73M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-254- 1.68% |
$108K - $115K
|
14.9K
$8.85M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-255- 3.09% |
$108K - $116K
|
7.99K
$4.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-257- 1.44% |
$109K - $116K
|
17.6K
$10.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-257- 3.25% |
$109K - $116K
|
7.64K
$4.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-259- 64.59% |
$110K - $117K
|
142
$84.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-263- 0.58% |
$112K - $119K
|
45.1K
$26.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-264- 3.58% |
$112K - $120K
|
7.12K
$4.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-264- 10.4% |
$112K - $120K
|
2.28K
$1.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-266- 1.8% |
$113K - $121K
|
14.5K
$8.66M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-266- 1.01% |
$113K - $121K
|
26.1K
$15.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-268- 0.31% |
$114K - $121K
|
86.7K
$51.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-269Closed |
$114K - $122K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-270- 4.32% |
$115K - $122K
|
5.98K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-270- 6.97% |
$115K - $122K
|
3.61K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-270- 1.65% |
$115K - $122K
|
16.1K
$9.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-273- 33.46% |
$116K - $124K
|
543
$323K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-275- 5.64% |
$117K - $125K
|
4.6K
$2.74M
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-275- 20.37% |
$117K - $125K
|
1.08K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-275- 1.61% |
$117K - $125K
|
16.8K
$9.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-275- 12.58% |
$117K - $125K
|
1.91K
$1.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-280- 5.66% |
$119K - $127K
|
4.67K
$2.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-281- 6.81% |
$119K - $127K
|
3.85K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-282- 0.08% |
$120K - $128K
|
333K
$198M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-284- 0.98% |
$121K - $129K
|
28.8K
$17.1M
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-285- 0.33% |
$121K - $129K
|
85.9K
$51.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-286- 0.57% |
$122K - $130K
|
49.6K
$29.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-289- 2.79% |
$123K - $131K
|
10.1K
$6M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-291- 1.62% |
$124K - $132K
|
17.7K
$10.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-291- 19.99% |
$124K - $132K
|
1.17K
$693K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-291- 4.91% |
$124K - $132K
|
5.64K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-291- 6.06% |
$124K - $132K
|
4.51K
$2.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-295- 2.84% |
$125K - $134K
|
10.1K
$6M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-298- 4.97% |
$127K - $135K
|
5.7K
$3.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-300- 10.66% |
$127K - $136K
|
2.51K
$1.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-301- 2.28% |
$128K - $136K
|
12.9K
$7.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-301- 6.06% |
$128K - $136K
|
4.67K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-302- 3.84% |
$128K - $137K
|
7.56K
$4.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-304- 0.61% |
$129K - $138K
|
49.8K
$29.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-305- 4.83% |
$130K - $138K
|
6.01K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-309- 1.89% |
$131K - $140K
|
16.1K
$9.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-312- 4.02% |
$133K - $141K
|
7.45K
$4.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-312- 5.15% |
$133K - $141K
|
5.75K
$3.42M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-318- 2.68% |
$135K - $144K
|
11.5K
$6.87M
|
|
|
Mar 23, 2023
Q3 2021
|
Metlife Inc
New York, NY |
SELL
|
- |
-318- 3.11% |
$135K - $144K
|
9.9K
$5.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-319- 2.9% |
$136K - $145K
|
10.7K
$6.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-320- 1.23% |
$136K - $145K
|
25.7K
$15.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-325- 3.05% |
$138K - $147K
|
10.3K
$6.15M
|