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
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
53.5K+ 184.49% |
$22.9M - $25.6M
|
82.5K
$48M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
52.8K+ 2.04% |
$22.6M - $25.2M
|
2.64M
$1.54B
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52K+ 3.52% |
$22.3M - $24.8M
|
1.53M
$890M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51.8KNew |
$22.2M - $24.7M
|
51.8K
$30.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
51K+ 6.89% |
$21.9M - $24.4M
|
792K
$461M
|
|
|
Feb 11, 2022
Q4 2021
|
Granby Capital Management, LLC
|
BUY
|
- |
50K+ 91.74% |
$21.4M - $23.9M
|
105K
$60.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
48.1K+ 169.22% |
$20.6M - $22.9M
|
76.4K
$44.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
46.1K+ 148.95% |
$19.7M - $22M
|
77K
$44.8M
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
46KNew |
$19.7M - $22M
|
46K
$26.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.4K+ 24.59% |
$19.5M - $21.7M
|
230K
$134M
|
|
|
Feb 10, 2022
Q4 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
45.3K+ 36.22% |
$19.4M - $21.6M
|
170K
$99.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
44.8K+ 48.42% |
$19.2M - $21.4M
|
137K
$79.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
44.8K+ 136.62% |
$19.2M - $21.4M
|
77.6K
$45.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
44.3K+ 101.95% |
$19M - $21.1M
|
87.7K
$51M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
44.1KNew |
$18.9M - $21M
|
44.1K
$25.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.3K+ 2.56% |
$18.6M - $20.7M
|
1.73M
$1.01B
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
43.2KNew |
$18.5M - $20.6M
|
43.2K
$25.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
43K+ 5597.4% |
$18.4M - $20.5M
|
43.8K
$25.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.1K+ 23.55% |
$18M - $20.1M
|
221K
$128M
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
42K+ 1566.93% |
$18M - $20M
|
44.7K
$26M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41KNew |
$17.6M - $19.6M
|
41K
$23.9M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
40.1KNew |
$17.2M - $19.2M
|
40.1K
$23.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
40.1K+ 2.11% |
$17.2M - $19.1M
|
1.94M
$1.13B
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
39.1KNew |
$16.8M - $18.7M
|
39.1K
$22.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
38.6KNew |
$16.5M - $18.4M
|
38.6K
$22.4M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
38.5KNew |
$16.5M - $18.4M
|
38.5K
$22.4M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
38.4K+ 1428.02% |
$16.5M - $18.3M
|
41.1K
$23.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
BUY
|
- |
38.3KNew |
$16.4M - $18.3M
|
38.3K
$22.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
37K+ 36.97% |
$15.8M - $17.6M
|
137K
$79.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Americas LLC
|
BUY
|
- |
36.8K+ 72.59% |
$15.8M - $17.6M
|
87.5K
$50.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.6K+ 19.02% |
$15.7M - $17.5M
|
229K
$133M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36.5K+ 36.45% |
$15.6M - $17.4M
|
137K
$79.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36.4K+ 18.79% |
$15.6M - $17.4M
|
230K
$134M
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
36.1K+ 1647.94% |
$15.5M - $17.2M
|
38.2K
$22.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35.9K+ 444.38% |
$15.4M - $17.2M
|
44K
$25.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Scharf Investments, LLC
|
BUY
|
- |
35K+ 87.7% |
$15M - $16.7M
|
74.9K
$43.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
34.5K+ 138.0% |
$14.8M - $16.5M
|
59.5K
$34.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.5K+ 362.99% |
$14.4M - $16M
|
42.8K
$24.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
33.1KNew |
$14.2M - $15.8M
|
33.1K
$19.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
32.9KNew |
$14.1M - $15.7M
|
32.9K
$19.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Tiger Eye Capital LLC
New York, NY |
BUY
|
- |
32KNew |
$13.7M - $15.3M
|
32K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
31.7KNew |
$13.6M - $15.1M
|
31.7K
$18.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
31.6K+ 38.24% |
$13.6M - $15.1M
|
114K
$66.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
31.1KNew |
$13.3M - $14.9M
|
31.1K
$18.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Mount Capital LTD
|
BUY
|
- |
30.2KNew |
$13M - $14.4M
|
30.2K
$17.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
29.8K+ 105.24% |
$12.8M - $14.2M
|
58.2K
$33.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
29.6KNew |
$12.7M - $14.2M
|
29.6K
$17.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
29.2K+ 7.98% |
$12.5M - $13.9M
|
395K
$230M
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
29.2K+ 2130.09% |
$12.5M - $13.9M
|
30.5K
$17.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
29.2K+ 6.61% |
$12.5M - $13.9M
|
470K
$274M
|