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 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.37K+ 1.92% |
$2.3M - $2.57M
|
285K
$167M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 2.62% |
$2.28M - $2.54M
|
209K
$122M
|
|
|
Feb 14, 2022
Q4 2021
|
Qvt Financial LP
New York, NY |
BUY
|
- |
5.33K+ 9.96% |
$2.28M - $2.54M
|
58.8K
$34.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.28KNew |
$2.26M - $2.52M
|
5.28K
$3.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.25K+ 24.28% |
$2.25M - $2.51M
|
26.9K
$15.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.22K+ 164.3% |
$2.24M - $2.49M
|
8.4K
$4.93M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$2.22M - $2.48M
|
5.19K
$3.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.12K+ 10.68% |
$2.2M - $2.45M
|
53.1K
$31.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.11K+ 27.35% |
$2.19M - $2.44M
|
23.8K
$14M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.1KNew |
$2.19M - $2.43M
|
5.1K
$2.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.07K+ 53.55% |
$2.17M - $2.42M
|
14.5K
$8.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.02K+ 3.37% |
$2.15M - $2.4M
|
154K
$90.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.01KNew |
$2.15M - $2.39M
|
5.01K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 31.05% |
$2.15M - $2.39M
|
21.1K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
4.98K+ 120.86% |
$2.13M - $2.38M
|
9.1K
$5.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.97K+ 3.77% |
$2.13M - $2.37M
|
137K
$80.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
BUY
|
- |
4.97KNew |
$2.13M - $2.37M
|
4.97K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
4.89KNew |
$2.1M - $2.33M
|
4.89K
$2.87M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.88K+ 5.75% |
$2.09M - $2.33M
|
89.7K
$52.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
4.87K+ 184.29% |
$2.09M - $2.32M
|
7.51K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Broom & Associates, LLC
|
BUY
|
- |
4.83KNew |
$2.07M - $2.31M
|
4.83K
$2.83M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.8KNew |
$2.06M - $2.29M
|
4.8K
$2.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
4.79K+ 21.74% |
$2.05M - $2.29M
|
26.8K
$15.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.75KNew |
$2.03M - $2.27M
|
4.75K
$2.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.74KNew |
$2.03M - $2.26M
|
4.74K
$2.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.7KNew |
$2.01M - $2.24M
|
4.7K
$2.75M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.67KNew |
$2M - $2.23M
|
4.67K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.66K+ 58.46% |
$2M - $2.22M
|
12.6K
$7.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.65K+ 28.0% |
$1.99M - $2.22M
|
21.3K
$12.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.61K+ 45.11% |
$1.97M - $2.2M
|
14.8K
$8.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
4.55K+ 111.26% |
$1.95M - $2.17M
|
8.65K
$5.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.55K+ 39.87% |
$1.95M - $2.17M
|
16K
$9.36M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.55KNew |
$1.95M - $2.17M
|
4.55K
$2.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.54K+ 70.19% |
$1.94M - $2.17M
|
11K
$6.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 8.88% |
$1.94M - $2.16M
|
55.5K
$32.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
4.48K+ 169.39% |
$1.92M - $2.14M
|
7.12K
$4.17M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.47K+ 37.81% |
$1.92M - $2.14M
|
16.3K
$9.56M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.45KNew |
$1.91M - $2.12M
|
4.45K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.44K+ 71.02% |
$1.9M - $2.12M
|
10.7K
$6.27M
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.41KNew |
$1.89M - $2.11M
|
4.41K
$2.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.41K+ 301.51% |
$1.89M - $2.1M
|
5.87K
$3.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.41K+ 14.64% |
$1.89M - $2.1M
|
34.5K
$20.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.39K+ 64.65% |
$1.88M - $2.1M
|
11.2K
$6.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.38KNew |
$1.88M - $2.09M
|
4.38K
$2.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.3K+ 0.9% |
$1.84M - $2.05M
|
481K
$282M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.29KNew |
$1.84M - $2.05M
|
4.29K
$2.52M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.29KNew |
$1.84M - $2.05M
|
4.29K
$2.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
4.26K+ 2.11% |
$1.83M - $2.04M
|
207K
$121M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
4.24K+ 15.63% |
$1.82M - $2.02M
|
31.4K
$18.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
4.21K+ 4.66% |
$1.81M - $2.01M
|
94.7K
$55.5M
|