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 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14.7K+ 18.45% |
$6.23M - $6.64M
|
94.1K
$56.6M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
14.5K+ 14.31% |
$6.18M - $6.59M
|
116K
$69.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5K+ 1.49% |
$6.18M - $6.59M
|
989K
$595M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.5K+ 14.39% |
$6.17M - $6.58M
|
115K
$69.4M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
14.4KNew |
$6.14M - $6.55M
|
14.4K
$8.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 2350.41% |
$6.1M - $6.51M
|
15K
$9M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.3K+ 479.44% |
$6.07M - $6.47M
|
17.3K
$10.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 11.02% |
$6.05M - $6.46M
|
143K
$86.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
14K+ 15.24% |
$5.96M - $6.35M
|
106K
$63.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13.6K+ 28.68% |
$5.79M - $6.18M
|
61.2K
$36.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.5K+ 3.98% |
$5.74M - $6.13M
|
353K
$213M
|
|
|
Nov 12, 2021
Q3 2021
|
Napier Park Global Capital (Us) LP
New York, NY |
BUY
|
- |
13.5KNew |
$5.74M - $6.12M
|
13.5K
$8.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 154.16% |
$5.72M - $6.09M
|
22.2K
$13.3M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.4K+ 9.51% |
$5.7M - $6.07M
|
154K
$92.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
13.4KNew |
$5.7M - $6.07M
|
13.4K
$8.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 12.54% |
$5.61M - $5.98M
|
118K
$71.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 1063.31% |
$5.48M - $5.85M
|
14.1K
$8.49M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
12.8K+ 9.84% |
$5.44M - $5.8M
|
143K
$85.8M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12.8K+ 67.52% |
$5.43M - $5.79M
|
31.7K
$19.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
BUY
|
- |
12.8K+ 3.98% |
$5.43M - $5.79M
|
334K
$201M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 2.95% |
$5.43M - $5.79M
|
445K
$268M
|
|
|
Nov 12, 2021
Q3 2021
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
12.8K+ 1.1% |
$5.43M - $5.79M
|
1.17M
$706M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.7K+ 15.0% |
$5.42M - $5.78M
|
97.7K
$58.8M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$5.38M - $5.73M
|
12.7K
$7.61M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.6KNew |
$5.36M - $5.72M
|
12.6K
$7.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
12.6K+ 26.34% |
$5.34M - $5.69M
|
60.2K
$36.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12.5K+ 1317.97% |
$5.3M - $5.65M
|
13.4K
$8.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.5K+ 10.99% |
$5.3M - $5.65M
|
126K
$75.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.4K+ 18.87% |
$5.27M - $5.62M
|
78.1K
$47M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 13.27% |
$5.16M - $5.5M
|
104K
$62.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12K+ 1.99% |
$5.11M - $5.45M
|
616K
$371M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.9K+ 176.74% |
$5.04M - $5.37M
|
18.6K
$11.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.8K+ 49.6% |
$5.01M - $5.34M
|
35.5K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
11.7K+ 432.04% |
$4.98M - $5.31M
|
14.4K
$8.68M
|
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
11.4KNew |
$4.85M - $5.17M
|
11.4K
$6.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.8K+ 2.03% |
$4.59M - $4.9M
|
544K
$327M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.7K+ 30.56% |
$4.54M - $4.84M
|
45.6K
$27.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
10.7K+ 6.36% |
$4.54M - $4.84M
|
179K
$107M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.6K+ 59.79% |
$4.51M - $4.81M
|
28.3K
$17M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.5K+ 658.96% |
$4.47M - $4.77M
|
12.1K
$7.28M
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10.5K+ 17.69% |
$4.46M - $4.76M
|
69.8K
$42M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10.5K+ 294.15% |
$4.44M - $4.74M
|
14K
$8.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.3K+ 668.21% |
$4.37M - $4.66M
|
11.8K
$7.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10K+ 5.97% |
$4.26M - $4.54M
|
178K
$107M
|
|
|
Nov 15, 2021
Q3 2021
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$4.25M - $4.53M
|
10K
$6.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
10K+ 2.81% |
$4.25M - $4.53M
|
366K
$220M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
9.98K+ 29.67% |
$4.24M - $4.52M
|
43.6K
$26.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.79K+ 4.45% |
$4.16M - $4.43M
|
230K
$138M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
9.59K+ 99.95% |
$4.07M - $4.34M
|
19.2K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.56K+ 48.28% |
$4.06M - $4.33M
|
29.4K
$17.7M
|