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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
6.22K+ 3.98% |
$2.64M - $2.82M
|
163K
$97.7M
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.21KNew |
$2.64M - $2.81M
|
6.21K
$3.73M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.2K+ 11.65% |
$2.64M - $2.81M
|
59.5K
$35.8M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.18K+ 2.3% |
$2.63M - $2.8M
|
275K
$165M
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.16K+ 1.24% |
$2.62M - $2.79M
|
505K
$303M
|
|
Nov 12, 2021
Q3 2021
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
6.1K+ 4.92% |
$2.59M - $2.76M
|
130K
$78.2M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.07KNew |
$2.58M - $2.75M
|
6.07K
$3.65M
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.07K+ 20.12% |
$2.58M - $2.75M
|
36.2K
$21.8M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.06K+ 5.95% |
$2.58M - $2.75M
|
108K
$64.9M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
6.06K+ 3.77% |
$2.57M - $2.74M
|
167K
$100M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.99KNew |
$2.54M - $2.71M
|
5.99K
$3.6M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.96K+ 56.67% |
$2.53M - $2.7M
|
16.5K
$9.91M
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
5.95K+ 3.02% |
$2.53M - $2.69M
|
203K
$122M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.93K+ 19.66% |
$2.52M - $2.69M
|
36.1K
$21.7M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
5.8K+ 4.1% |
$2.47M - $2.63M
|
147K
$88.5M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
5.78K+ 6.23% |
$2.46M - $2.62M
|
98.7K
$59.3M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
5.68K+ 4.61% |
$2.41M - $2.58M
|
129K
$77.6M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.6K+ 13.94% |
$2.38M - $2.54M
|
45.8K
$27.5M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.51K+ 15.86% |
$2.34M - $2.5M
|
40.3K
$24.2M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.49K+ 0.76% |
$2.33M - $2.49M
|
728K
$438M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.34K+ 7.97% |
$2.27M - $2.42M
|
72.4K
$43.5M
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.31K+ 250.61% |
$2.26M - $2.41M
|
7.43K
$4.47M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.31K+ 3.07% |
$2.26M - $2.41M
|
178K
$107M
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.27K+ 27.3% |
$2.24M - $2.39M
|
24.6K
$14.8M
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.24K+ 41.77% |
$2.23M - $2.37M
|
17.8K
$10.7M
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5.22K+ 2.29% |
$2.22M - $2.37M
|
233K
$140M
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.01K+ 133.03% |
$2.13M - $2.27M
|
8.78K
$5.28M
|
|
Oct 28, 2021
Q3 2021
|
Gruss & Co., LLC
|
BUY
|
- |
5KNew |
$2.12M - $2.27M
|
5K
$3.01M
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5KNew |
$2.12M - $2.26M
|
5K
$3M
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.99K+ 2.62% |
$2.12M - $2.26M
|
196K
$118M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.99K+ 64.72% |
$2.12M - $2.26M
|
12.7K
$7.63M
|
|
Nov 10, 2022
Q3 2021
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
4.98K+ 815.55% |
$2.12M - $2.26M
|
5.59K
$3.36M
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.98K+ 50.52% |
$2.12M - $2.26M
|
14.8K
$8.93M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.94K+ 2.25% |
$2.1M - $2.24M
|
224K
$135M
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 3.26% |
$2.1M - $2.24M
|
156K
$94M
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
4.94KNew |
$2.1M - $2.24M
|
4.94K
$2.97M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
4.87K+ 60.64% |
$2.07M - $2.21M
|
12.9K
$7.75M
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
4.85K+ 6.58% |
$2.06M - $2.2M
|
78.6K
$47.3M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.85K+ 0.33% |
$2.06M - $2.2M
|
1.48M
$889M
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
4.83K+ 20.81% |
$2.05M - $2.19M
|
28.1K
$16.9M
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.75K+ 98.94% |
$2.02M - $2.15M
|
9.56K
$5.75M
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.7K+ 9.85% |
$2M - $2.13M
|
52.4K
$31.5M
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
4.65K+ 31.41% |
$1.98M - $2.11M
|
19.5K
$11.7M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.6K+ 37.09% |
$1.95M - $2.08M
|
17K
$10.2M
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.59K+ 3.82% |
$1.95M - $2.08M
|
125K
$75M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.58K+ 8.13% |
$1.95M - $2.08M
|
60.9K
$36.6M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.58K+ 3.46% |
$1.95M - $2.07M
|
137K
$82.4M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.54K+ 2.52% |
$1.93M - $2.06M
|
185K
$111M
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.52K+ 39.11% |
$1.92M - $2.05M
|
16.1K
$9.67M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.46K+ 26.04% |
$1.89M - $2.02M
|
21.6K
$13M
|