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 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-86- 2.64% |
$36.9K - $41.1K
|
3.17K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
SELL
|
- |
-87- 1.08% |
$37.3K - $41.5K
|
7.95K
$4.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 2.47% |
$37.3K - $41.5K
|
3.44K
$1.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-87- 1.1% |
$37.3K - $41.5K
|
7.82K
$4.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-88- 1.45% |
$37.7K - $42K
|
5.98K
$3.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-88- 0.93% |
$37.7K - $42K
|
9.35K
$4.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-89- 1.39% |
$38.1K - $42.5K
|
6.3K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-89- 2.47% |
$38.1K - $42.5K
|
3.51K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-90- 16.51% |
$38.6K - $43K
|
455
$234K
|
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-90- 6.88% |
$38.6K - $43K
|
1.22K
$626K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-90- 1.87% |
$38.6K - $43K
|
4.74K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-90- 90.0% |
$38.6K - $43K
|
10
$5.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-91- 0.37% |
$39K - $43.5K
|
24.4K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-91- 1.03% |
$39K - $43.5K
|
8.77K
$4.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-92- 4.75% |
$39.4K - $43.9K
|
1.85K
$949K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-93- 19.66% |
$39.9K - $44.4K
|
380
$195K
|
|
|
Jan 18, 2022
Q4 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-94- 2.87% |
$40.3K - $44.9K
|
3.18K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-94- 1.5% |
$40.3K - $44.9K
|
6.16K
$3.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-94- 1.62% |
$40.3K - $44.9K
|
5.71K
$2.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-94- 1.32% |
$40.3K - $44.9K
|
7.02K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-94- 0.13% |
$40.3K - $44.9K
|
71K
$36.5M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-95- 6.88% |
$40.7K - $45.4K
|
1.29K
$660K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-97- 0.23% |
$41.6K - $46.3K
|
41.9K
$21.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-97- 9.07% |
$41.6K - $46.3K
|
973
$500K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-99- 0.99% |
$42.4K - $47.3K
|
9.92K
$5.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-99- 2.48% |
$42.4K - $47.3K
|
3.89K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-99- 3.39% |
$42.4K - $47.3K
|
2.82K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-99- 4.4% |
$42.4K - $47.3K
|
2.15K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 0.73% |
$42.9K - $47.7K
|
13.7K
$7.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-100- 13.05% |
$42.9K - $47.7K
|
666
$342K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-100- 2.25% |
$42.9K - $47.7K
|
4.34K
$2.23M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-100- 1.85% |
$42.9K - $47.7K
|
5.29K
$2.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-101- 0.8% |
$43.3K - $48.2K
|
12.6K
$6.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-102- 1.09% |
$43.7K - $48.7K
|
9.26K
$4.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-106- 9.73% |
$45.4K - $50.6K
|
983
$505K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-107- 3.14% |
$45.9K - $51.1K
|
3.3K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-107- 5.33% |
$45.9K - $51.1K
|
1.9K
$976K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-108- 1.05% |
$46.3K - $51.6K
|
10.1K
$5.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-109- 2.95% |
$46.7K - $52K
|
3.59K
$1.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-109- 2.24% |
$46.7K - $52K
|
4.77K
$2.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-110- 1.89% |
$47.2K - $52.5K
|
5.72K
$2.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-110- 3.42% |
$47.2K - $52.5K
|
3.11K
$1.6M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-110- 2.75% |
$47.2K - $52.5K
|
3.89K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-112- 2.1% |
$48K - $53.5K
|
5.22K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-112- 0.83% |
$48K - $53.5K
|
13.4K
$6.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-113- 7.27% |
$48.4K - $54K
|
1.44K
$741K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-114- 2.96% |
$48.9K - $54.4K
|
3.73K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-116- 2.61% |
$49.7K - $55.4K
|
4.33K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-116- 1.76% |
$49.7K - $55.4K
|
6.46K
$3.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-118- 0.12% |
$50.6K - $56.3K
|
97.7K
$50.2M
|