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 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
7KNew |
$3M - $3.34M
|
7K
$4.1M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.98KNew |
$2.99M - $3.33M
|
6.98K
$4.09M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.93K+ 5.06% |
$2.97M - $3.31M
|
144K
$84.4M
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.86KNew |
$2.94M - $3.27M
|
6.86K
$4.02M
|
|
Feb 14, 2022
Q4 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
6.85K+ 253.63% |
$2.94M - $3.27M
|
9.55K
$5.6M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.84KNew |
$2.93M - $3.27M
|
6.84K
$4.01M
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
6.81KNew |
$2.92M - $3.25M
|
6.81K
$3.99M
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.75KNew |
$2.89M - $3.22M
|
6.75K
$3.96M
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
6.73KNew |
$2.88M - $3.21M
|
6.73K
$3.95M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.73K+ 4.85% |
$2.88M - $3.21M
|
145K
$85.2M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
6.72K+ 48.14% |
$2.88M - $3.21M
|
20.7K
$12.1M
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.71KNew |
$2.88M - $3.2M
|
6.71K
$3.93M
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.69KNew |
$2.87M - $3.19M
|
6.69K
$3.92M
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.64KNew |
$2.85M - $3.17M
|
6.64K
$3.89M
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6.5K+ 38.13% |
$2.78M - $3.1M
|
23.5K
$13.8M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
6.48K+ 3.99% |
$2.78M - $3.1M
|
169K
$99.1M
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.4K+ 6.1% |
$2.74M - $3.06M
|
111K
$65.3M
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.37K+ 11.2% |
$2.73M - $3.04M
|
63.2K
$37M
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.28KNew |
$2.69M - $3M
|
6.28K
$3.68M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.27K+ 4.67% |
$2.69M - $2.99M
|
141K
$82.5M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.2K+ 35.19% |
$2.66M - $2.96M
|
23.8K
$14M
|
|
Feb 15, 2022
Q4 2021
|
Oakhurst Advisors,Llc
Los Angeles, CA |
BUY
|
- |
6.2K+ 13.27% |
$2.66M - $2.96M
|
52.9K
$31M
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
6.16KNew |
$2.64M - $2.94M
|
6.16K
$3.61M
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.12KNew |
$2.62M - $2.92M
|
6.12K
$3.59M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.12K+ 6.51% |
$2.62M - $2.92M
|
100K
$58.7M
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.1KNew |
$2.61M - $2.91M
|
6.1K
$3.57M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.02KNew |
$2.58M - $2.87M
|
6.02K
$3.53M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.97K+ 119.35% |
$2.56M - $2.85M
|
11K
$6.43M
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
5.96K+ 14.01% |
$2.55M - $2.84M
|
48.5K
$28.4M
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
5.91K+ 26.49% |
$2.53M - $2.82M
|
28.2K
$16.6M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.89KNew |
$2.52M - $2.81M
|
5.89K
$3.45M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.86K+ 103.62% |
$2.51M - $2.8M
|
11.5K
$6.75M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.83K+ 7.64% |
$2.5M - $2.78M
|
82.1K
$48.1M
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
5.82K+ 9.66% |
$2.49M - $2.78M
|
66K
$38.7M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.79KNew |
$2.48M - $2.77M
|
5.79K
$3.4M
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.79K+ 150.53% |
$2.48M - $2.77M
|
9.64K
$5.65M
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
5.78KNew |
$2.48M - $2.76M
|
5.78K
$3.39M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.74K+ 43.17% |
$2.46M - $2.74M
|
19K
$11.2M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
5.68K+ 1.38% |
$2.44M - $2.71M
|
418K
$245M
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5.64K+ 18.83% |
$2.42M - $2.69M
|
35.6K
$20.9M
|
|
Feb 02, 2022
Q4 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
5.6KNew |
$2.4M - $2.67M
|
5.6K
$3.28M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.59KNew |
$2.39M - $2.67M
|
5.59K
$3.27M
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.55KNew |
$2.38M - $2.65M
|
5.55K
$3.26M
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.54KNew |
$2.37M - $2.65M
|
5.54K
$3.25M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.5K+ 3.09% |
$2.36M - $2.63M
|
183K
$107M
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.47K+ 219.58% |
$2.35M - $2.61M
|
7.96K
$4.67M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.41K+ 7.78% |
$2.32M - $2.58M
|
75K
$43.9M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.4KNew |
$2.31M - $2.58M
|
5.4K
$3.16M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.39K+ 116.72% |
$2.31M - $2.57M
|
10K
$5.87M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.37K+ 7.67% |
$2.3M - $2.57M
|
75.4K
$44.2M
|