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 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.26K+ 6.98% |
$970K - $1.08M
|
34.7K
$20.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.25K+ 181.89% |
$964K - $1.07M
|
3.49K
$2.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
2.25KNew |
$964K - $1.07M
|
2.25K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.24K+ 65.78% |
$961K - $1.07M
|
5.65K
$3.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
2.23KNew |
$957K - $1.07M
|
2.23K
$1.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.23K+ 6.37% |
$955K - $1.06M
|
37.2K
$21.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.23K+ 18.98% |
$955K - $1.06M
|
14K
$8.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.23KNew |
$955K - $1.06M
|
2.23K
$1.31M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.22K+ 5.17% |
$951K - $1.06M
|
45.1K
$26.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.22K+ 2.38% |
$949K - $1.06M
|
95.4K
$55.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.18KNew |
$935K - $1.04M
|
2.18K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.17K+ 7.61% |
$930K - $1.04M
|
30.7K
$18M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.16K+ 31.69% |
$925K - $1.03M
|
8.97K
$5.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.14KNew |
$916K - $1.02M
|
2.14K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.13KNew |
$913K - $1.02M
|
2.13K
$1.25M
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.12K+ 93.69% |
$910K - $1.01M
|
4.39K
$2.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.12KNew |
$910K - $1.01M
|
2.12K
$1.24M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.11KNew |
$903K - $1.01M
|
2.11K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.09K+ 37.23% |
$895K - $997K
|
7.7K
$4.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
2.08K+ 13.07% |
$893K - $995K
|
18K
$10.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.07KNew |
$888K - $989K
|
2.07K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.06K+ 0.15% |
$885K - $986K
|
1.38M
$809M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.06KNew |
$884K - $985K
|
2.06K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.06KNew |
$883K - $983K
|
2.06K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.06KNew |
$883K - $983K
|
2.06K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.04KNew |
$876K - $976K
|
2.04K
$1.2M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04KNew |
$875K - $975K
|
2.04K
$1.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.04KNew |
$874K - $973K
|
2.04K
$1.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.03K+ 80.86% |
$871K - $970K
|
4.55K
$2.66M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.03KNew |
$871K - $970K
|
2.03K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.03K+ 3.43% |
$871K - $970K
|
61.3K
$35.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.03KNew |
$870K - $969K
|
2.03K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.01K+ 20.15% |
$863K - $961K
|
12K
$7.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.01K+ 9.26% |
$862K - $960K
|
23.7K
$13.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2K+ 0.82% |
$858K - $956K
|
245K
$144M
|
|
|
Feb 11, 2022
Q4 2021
|
Spring Creek Capital LLC
Wichita, KS |
BUY
|
- |
2KNew |
$857K - $955K
|
2K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2K+ 22.61% |
$857K - $954K
|
10.8K
$6.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2KNew |
$856K - $954K
|
2K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
1.99K+ 28.59% |
$851K - $948K
|
8.93K
$5.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.98KNew |
$850K - $947K
|
1.98K
$1.16M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.98KNew |
$849K - $945K
|
1.98K
$1.16M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.98K+ 115.87% |
$848K - $945K
|
3.69K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.98KNew |
$848K - $944K
|
1.98K
$1.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.98KNew |
$847K - $943K
|
1.98K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.96K+ 22.71% |
$841K - $936K
|
10.6K
$6.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.95K+ 46.08% |
$836K - $931K
|
6.18K
$3.62M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
1.95K+ 1.26% |
$836K - $931K
|
157K
$92.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
1.95K+ 0.81% |
$835K - $931K
|
243K
$143M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.94KNew |
$829K - $924K
|
1.94K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
1.91KNew |
$819K - $912K
|
1.91K
$1.12M
|