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 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
9.56K+ 15.8% |
$4.06M - $4.33M
|
70.1K
$42.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.34K+ 1000.21% |
$3.97M - $4.23M
|
10.3K
$6.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
9.17K+ 9.08% |
$3.9M - $4.16M
|
110K
$66.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.14K+ 11.59% |
$3.88M - $4.14M
|
88K
$52.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
9.12K+ 13.37% |
$3.88M - $4.13M
|
77.3K
$46.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
9.02K+ 36.49% |
$3.83M - $4.09M
|
33.7K
$20.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
9K+ 100.0% |
$3.82M - $4.08M
|
18K
$10.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.67K+ 2.14% |
$3.68M - $3.93M
|
415K
$249M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8.43K+ 44.86% |
$3.58M - $3.82M
|
27.2K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.42KNew |
$3.58M - $3.82M
|
8.42K
$5.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.42K+ 30.5% |
$3.58M - $3.81M
|
36K
$21.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8.41K+ 1525.59% |
$3.57M - $3.81M
|
8.96K
$5.39M
|
|
|
Oct 13, 2021
Q3 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.35K+ 3.56% |
$3.55M - $3.78M
|
243K
$146M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.27K+ 34.06% |
$3.51M - $3.75M
|
32.5K
$19.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.26K+ 460.46% |
$3.51M - $3.74M
|
10K
$6.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
8.24K+ 219.12% |
$3.5M - $3.73M
|
12K
$7.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
8.23K+ 6.31% |
$3.5M - $3.73M
|
139K
$83.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.99K+ 52.5% |
$3.39M - $3.62M
|
23.2K
$14M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.95K+ 17.81% |
$3.38M - $3.6M
|
52.6K
$31.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.88K+ 33.51% |
$3.35M - $3.57M
|
31.4K
$18.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.87K+ 222.42% |
$3.34M - $3.57M
|
11.4K
$6.86M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
7.83K+ 7.31% |
$3.33M - $3.55M
|
115K
$69.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
7.76K+ 28.67% |
$3.3M - $3.52M
|
34.8K
$21M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.72K+ 8.36% |
$3.28M - $3.5M
|
100K
$60.2M
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7.55K+ 103.61% |
$3.21M - $3.42M
|
14.8K
$8.92M
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.52K+ 467.91% |
$3.2M - $3.41M
|
9.13K
$5.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.44K+ 60.78% |
$3.16M - $3.37M
|
19.7K
$11.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.44K+ 14.05% |
$3.16M - $3.37M
|
60.4K
$36.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.4K+ 7.58% |
$3.14M - $3.35M
|
105K
$63.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
7.27KNew |
$3.09M - $3.3M
|
7.27K
$4.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
7.23KNew |
$3.07M - $3.27M
|
7.23K
$4.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
7.22KNew |
$3.07M - $3.27M
|
7.22K
$4.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.2KNew |
$3.06M - $3.26M
|
7.2K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
6.97K+ 417.94% |
$2.96M - $3.16M
|
8.63K
$5.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.8K+ 22.31% |
$2.89M - $3.08M
|
37.3K
$22.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ramius Advisors LLC
New York, NY |
BUY
|
- |
6.75KNew |
$2.87M - $3.06M
|
6.75K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
6.72K+ 1.38% |
$2.86M - $3.05M
|
494K
$297M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
6.71K+ 7.6% |
$2.85M - $3.04M
|
95K
$57.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.66K+ 8.67% |
$2.83M - $3.02M
|
83.4K
$50.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.61K+ 456.98% |
$2.81M - $2.99M
|
8.05K
$4.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.6K+ 39.41% |
$2.8M - $2.99M
|
23.3K
$14M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.57K+ 7.38% |
$2.79M - $2.98M
|
95.6K
$57.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.51K+ 109.57% |
$2.77M - $2.95M
|
12.5K
$7.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
6.49K+ 3.55% |
$2.76M - $2.94M
|
189K
$114M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.44K+ 41.71% |
$2.74M - $2.92M
|
21.9K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jeneq Management LP
New York, NY |
BUY
|
- |
6.4K+ 43.84% |
$2.72M - $2.9M
|
21K
$12.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
6.34K+ 30.09% |
$2.7M - $2.87M
|
27.4K
$16.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
6.3K+ 7.23% |
$2.68M - $2.86M
|
93.5K
$56.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
6.24K+ 2.05% |
$2.65M - $2.83M
|
310K
$186M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
6.22K+ 15.99% |
$2.64M - $2.82M
|
45.1K
$27.1M
|