Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
SELL
|
- |
-1- -0.0% |
$429 - $477
|
1.58M
$810M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1- 8.33% |
$429 - $477
|
11
$5.65K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-1- 0.08% |
$429 - $477
|
1.26K
$646K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1- 0.09% |
$429 - $477
|
1.11K
$569K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$429 - $477
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$429 - $477
|
16.9K
$8.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1- 0.11% |
$429 - $477
|
896
$460K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-2- 0.44% |
$857 - $955
|
450
$231K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.01% |
$857 - $955
|
21.8K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2- 0.38% |
$857 - $955
|
529
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.22% |
$857 - $955
|
908
$467K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2- 0.03% |
$857 - $955
|
7.11K
$3.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3- 0.07% |
$1.29K - $1.43K
|
4.26K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3- 0.57% |
$1.29K - $1.43K
|
522
$268K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3- 0.19% |
$1.29K - $1.43K
|
1.54K
$793K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-4- 0.6% |
$1.71K - $1.91K
|
661
$340K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-4- 0.13% |
$1.71K - $1.91K
|
3.16K
$1.62M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-4- 0.81% |
$1.71K - $1.91K
|
492
$253K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 0.03% |
$1.71K - $1.91K
|
12.8K
$6.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 0.3% |
$1.71K - $1.91K
|
1.33K
$681K
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-4- 0.71% |
$1.71K - $1.91K
|
556
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 0.21% |
$1.71K - $1.91K
|
1.89K
$970K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.02% |
$1.71K - $1.91K
|
19.7K
$10.1M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4- 0.28% |
$1.71K - $1.91K
|
1.4K
$719K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-5- 0.63% |
$2.14K - $2.39K
|
784
$403K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-5- 0.14% |
$2.14K - $2.39K
|
3.48K
$1.79M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-5- 0.24% |
$2.14K - $2.39K
|
2.08K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-5- 0.9% |
$2.14K - $2.39K
|
551
$283K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-5- 0.15% |
$2.14K - $2.39K
|
3.36K
$1.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-5- 0.5% |
$2.14K - $2.39K
|
992
$510K
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-5- 0.15% |
$2.14K - $2.39K
|
3.35K
$1.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$2.14K - $2.39K
|
14.4K
$7.38M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5- 0.5% |
$2.14K - $2.39K
|
1K
$514K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.1% |
$2.14K - $2.39K
|
4.87K
$2.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-6- 0.14% |
$2.57K - $2.86K
|
4.41K
$2.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-6- 0.42% |
$2.57K - $2.86K
|
1.41K
$723K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6- 1.01% |
$2.57K - $2.86K
|
589
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7- 0.44% |
$3K - $3.34K
|
1.59K
$817K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7- 0.12% |
$3K - $3.34K
|
5.65K
$2.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7- 0.37% |
$3K - $3.34K
|
1.89K
$973K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.66% |
$3K - $3.34K
|
1.05K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7- 0.21% |
$3K - $3.34K
|
3.32K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.59% |
$3K - $3.34K
|
1.19K
$611K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 0.51% |
$3.43K - $3.82K
|
1.56K
$801K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-8- 1.34% |
$3.43K - $3.82K
|
589
$303K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-8- 0.19% |
$3.43K - $3.82K
|
4.16K
$2.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-8- 0.69% |
$3.43K - $3.82K
|
1.16K
$595K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-9- 0.51% |
$3.86K - $4.3K
|
1.77K
$911K
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-9- 0.65% |
$3.86K - $4.3K
|
1.37K
$706K
|
|
|
Feb 11, 2022
Q4 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-9- 0.35% |
$3.86K - $4.3K
|
2.54K
$1.3M
|