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
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.71KNew |
$1.16M - $1.29M
|
2.71K
$1.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.69K+ 4.53% |
$1.15M - $1.29M
|
62.2K
$36.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.69K+ 29.78% |
$1.15M - $1.28M
|
11.7K
$6.87M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.68K+ 8.21% |
$1.15M - $1.28M
|
35.3K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.67KNew |
$1.14M - $1.27M
|
2.67K
$1.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
2.66K+ 2.8% |
$1.14M - $1.27M
|
97.6K
$57.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.65K+ 22.88% |
$1.14M - $1.27M
|
14.3K
$8.35M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.64KNew |
$1.13M - $1.26M
|
2.64K
$1.55M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.63K+ 23.21% |
$1.13M - $1.26M
|
14K
$8.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.63K+ 2.79% |
$1.13M - $1.25M
|
96.7K
$56.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.62K+ 1.25% |
$1.12M - $1.25M
|
212K
$124M
|
|
|
Feb 14, 2022
Q4 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
2.61KNew |
$1.12M - $1.25M
|
2.61K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$1.11M - $1.24M
|
2.6K
$1.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.6K+ 25.96% |
$1.11M - $1.24M
|
12.6K
$7.39M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.58K+ 14.33% |
$1.11M - $1.23M
|
20.6K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.58KNew |
$1.1M - $1.23M
|
2.58K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.57K+ 19.05% |
$1.1M - $1.23M
|
16K
$9.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
2.56K+ 111.29% |
$1.1M - $1.22M
|
4.87K
$2.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.55K+ 7.58% |
$1.09M - $1.22M
|
36.2K
$21.2M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
2.54KNew |
$1.09M - $1.21M
|
2.54K
$1.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.53K+ 10.98% |
$1.09M - $1.21M
|
25.6K
$15M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 52.43% |
$1.08M - $1.21M
|
7.35K
$4.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$1.07M - $1.2M
|
2.5K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$1.07M - $1.19M
|
2.49K
$1.46M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.48K+ 6.95% |
$1.06M - $1.18M
|
38.2K
$22.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Peavine Capital, LLC
|
BUY
|
- |
2.47K+ 0.57% |
$1.06M - $1.18M
|
434K
$254M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
2.47KNew |
$1.06M - $1.18M
|
2.47K
$1.45M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.46KNew |
$1.06M - $1.18M
|
2.46K
$1.44M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.46K+ 244.0% |
$1.06M - $1.18M
|
3.47K
$2.03M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.46KNew |
$1.05M - $1.17M
|
2.46K
$1.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.45K+ 14.46% |
$1.05M - $1.17M
|
19.4K
$11.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.45K+ 1.18% |
$1.05M - $1.17M
|
210K
$123M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.44K+ 2.78% |
$1.05M - $1.16M
|
90.3K
$52.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.43K+ 16.83% |
$1.04M - $1.16M
|
16.9K
$9.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.41K+ 18.93% |
$1.03M - $1.15M
|
15.1K
$8.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.35K+ 4.68% |
$1.01M - $1.12M
|
52.5K
$30.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
2.34K+ 48.71% |
$1M - $1.11M
|
7.13K
$4.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.33K+ 779.93% |
$1M - $1.11M
|
2.63K
$1.54M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.33K+ 54.38% |
$998K - $1.11M
|
6.61K
$3.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
2.33KNew |
$997K - $1.11M
|
2.33K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
2.32KNew |
$996K - $1.11M
|
2.32K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.32K+ 62.94% |
$994K - $1.11M
|
6K
$3.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$993K - $1.11M
|
2.32K
$1.36M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
2.32KNew |
$993K - $1.11M
|
2.32K
$1.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.3K+ 3.83% |
$986K - $1.1M
|
62.3K
$36.5M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.3KNew |
$986K - $1.1M
|
2.3K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 10.14% |
$985K - $1.1M
|
25K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
2.28K+ 4.6% |
$975K - $1.09M
|
51.8K
$30.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.27K+ 302.13% |
$971K - $1.08M
|
3.02K
$1.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.27KNew |
$971K - $1.08M
|
2.27K
$1.33M
|