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 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.41% |
$4.29K - $4.77K
|
2.43K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10- 0.01% |
$4.29K - $4.77K
|
77.8K
$47M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-10- 0.78% |
$4.29K - $4.77K
|
1.27K
$771K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.18% |
$4.29K - $4.77K
|
5.44K
$3.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
SELL
|
- |
-11- 0.22% |
$4.72K - $5.25K
|
5.09K
$3.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-11- 2.24% |
$4.72K - $5.25K
|
480
$290K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-11- 0.31% |
$4.72K - $5.25K
|
3.57K
$2.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-11- 0.52% |
$4.72K - $5.25K
|
2.09K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-11- 0.66% |
$4.72K - $5.25K
|
1.65K
$999K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-12- 4.1% |
$5.14K - $5.73K
|
281
$170K
|
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-13- 1.47% |
$5.57K - $6.21K
|
870
$526K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-13- 0.41% |
$5.57K - $6.21K
|
3.18K
$1.92M
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-13- 0.03% |
$5.57K - $6.21K
|
51.5K
$31.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-14- 1.34% |
$6K - $6.68K
|
1.03K
$624K
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-14- 2.5% |
$6K - $6.68K
|
547
$331K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-14- 1.28% |
$6K - $6.68K
|
1.08K
$654K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14- 0.31% |
$6K - $6.68K
|
4.53K
$2.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-15- 0.5% |
$6.43K - $7.16K
|
2.99K
$1.81M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-15- 0.44% |
$6.43K - $7.16K
|
3.36K
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15- 0.79% |
$6.43K - $7.16K
|
1.89K
$1.14M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-15- 1.53% |
$6.43K - $7.16K
|
966
$584K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-15- 0.15% |
$6.43K - $7.16K
|
10.1K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-15- 0.52% |
$6.43K - $7.16K
|
2.89K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 1.6% |
$6.43K - $7.16K
|
920
$556K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.75% |
$6.86K - $7.64K
|
2.12K
$1.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-16- 0.54% |
$6.86K - $7.64K
|
2.95K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-16- 1.8% |
$6.86K - $7.64K
|
873
$528K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-16- 0.28% |
$6.86K - $7.64K
|
5.7K
$3.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-16- 0.06% |
$6.86K - $7.64K
|
26.2K
$15.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 0.43% |
$7.29K - $8.12K
|
3.95K
$2.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.42% |
$7.29K - $8.12K
|
4K
$2.42M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-17- 0.34% |
$7.29K - $8.12K
|
5.04K
$3.05M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-18- 0.07% |
$7.72K - $8.59K
|
24.7K
$14.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18- 2.28% |
$7.72K - $8.59K
|
772
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-18- 0.79% |
$7.72K - $8.59K
|
2.27K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-18- 0.94% |
$7.72K - $8.59K
|
1.9K
$1.15M
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-19- 1.71% |
$8.14K - $9.07K
|
1.09K
$662K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-20- 0.14% |
$8.57K - $9.55K
|
14.2K
$8.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-20- 2.7% |
$8.57K - $9.55K
|
721
$436K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.35% |
$8.57K - $9.55K
|
5.73K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-20- 1.59% |
$8.57K - $9.55K
|
1.24K
$747K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 0.49% |
$8.57K - $9.55K
|
4.06K
$2.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-20- 0.19% |
$8.57K - $9.55K
|
10.3K
$6.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.7% |
$8.57K - $9.55K
|
2.84K
$1.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-21- 0.15% |
$9K - $10K
|
14K
$8.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.74% |
$9K - $10K
|
2.83K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-21Closed |
$9K - $10K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-22- 0.64% |
$9.43K - $10.5K
|
3.41K
$2.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-22- 2.68% |
$9.43K - $10.5K
|
800
$484K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-22- 0.17% |
$9.43K - $10.5K
|
12.7K
$7.7M
|