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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-10- 1.87% |
$4.29K - $4.77K
|
525
$270K
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-10- 0.12% |
$4.29K - $4.77K
|
8.5K
$4.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10- 0.18% |
$4.29K - $4.77K
|
5.69K
$2.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.58% |
$4.29K - $4.77K
|
1.72K
$885K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.41% |
$4.29K - $4.77K
|
2.43K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10- 0.01% |
$4.29K - $4.77K
|
77.8K
$40M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-10- 0.78% |
$4.29K - $4.77K
|
1.27K
$655K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.18% |
$4.29K - $4.77K
|
5.44K
$2.79M
|
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
SELL
|
- |
-11- 0.22% |
$4.72K - $5.25K
|
5.09K
$2.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-11- 2.24% |
$4.72K - $5.25K
|
480
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-11- 0.31% |
$4.72K - $5.25K
|
3.57K
$1.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-11- 0.52% |
$4.72K - $5.25K
|
2.09K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-11- 0.66% |
$4.72K - $5.25K
|
1.65K
$848K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-12- 4.1% |
$5.14K - $5.73K
|
281
$144K
|
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-13- 1.47% |
$5.57K - $6.21K
|
870
$447K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-13- 0.41% |
$5.57K - $6.21K
|
3.18K
$1.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-13- 0.03% |
$5.57K - $6.21K
|
51.5K
$26.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-14- 1.34% |
$6K - $6.68K
|
1.03K
$530K
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-14- 2.5% |
$6K - $6.68K
|
547
$281K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-14- 1.28% |
$6K - $6.68K
|
1.08K
$556K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14- 0.31% |
$6K - $6.68K
|
4.53K
$2.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-15- 0.5% |
$6.43K - $7.16K
|
2.99K
$1.54M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-15- 0.44% |
$6.43K - $7.16K
|
3.36K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15- 0.79% |
$6.43K - $7.16K
|
1.89K
$969K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-15- 1.53% |
$6.43K - $7.16K
|
966
$496K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-15- 0.15% |
$6.43K - $7.16K
|
10.1K
$5.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-15- 0.52% |
$6.43K - $7.16K
|
2.89K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 1.6% |
$6.43K - $7.16K
|
920
$473K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.75% |
$6.86K - $7.64K
|
2.12K
$1.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-16- 0.54% |
$6.86K - $7.64K
|
2.95K
$1.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-16- 1.8% |
$6.86K - $7.64K
|
873
$449K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-16- 0.28% |
$6.86K - $7.64K
|
5.7K
$2.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-16- 0.06% |
$6.86K - $7.64K
|
26.2K
$13.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 0.43% |
$7.29K - $8.12K
|
3.95K
$2.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.42% |
$7.29K - $8.12K
|
4K
$2.06M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-17- 0.34% |
$7.29K - $8.12K
|
5.04K
$2.59M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-18- 0.07% |
$7.72K - $8.59K
|
24.7K
$12.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18- 2.28% |
$7.72K - $8.59K
|
772
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-18- 0.79% |
$7.72K - $8.59K
|
2.27K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-18- 0.94% |
$7.72K - $8.59K
|
1.9K
$976K
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-19- 1.71% |
$8.14K - $9.07K
|
1.09K
$562K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-20- 0.14% |
$8.57K - $9.55K
|
14.2K
$7.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-20- 2.7% |
$8.57K - $9.55K
|
721
$371K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.35% |
$8.57K - $9.55K
|
5.73K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-20- 1.59% |
$8.57K - $9.55K
|
1.24K
$635K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 0.49% |
$8.57K - $9.55K
|
4.06K
$2.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-20- 0.19% |
$8.57K - $9.55K
|
10.3K
$5.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.7% |
$8.57K - $9.55K
|
2.84K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-21- 0.15% |
$9K - $10K
|
14K
$7.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.74% |
$9K - $10K
|
2.83K
$1.45M
|