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 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.91K+ 20.33% |
$819K - $912K
|
11.3K
$6.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.91K+ 0.46% |
$818K - $911K
|
417K
$244M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.9KNew |
$814K - $907K
|
1.9K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 51.83% |
$812K - $905K
|
5.55K
$3.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.89K+ 28.9% |
$808K - $900K
|
8.41K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.86K+ 276.79% |
$797K - $888K
|
2.53K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$794K - $884K
|
1.85K
$1.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.85K+ 10.47% |
$793K - $884K
|
19.5K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.84K+ 178.87% |
$787K - $877K
|
2.86K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.84K+ 1.5% |
$787K - $876K
|
124K
$73M
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.83K+ 227.83% |
$786K - $876K
|
2.64K
$1.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.83K+ 8.49% |
$783K - $872K
|
23.3K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lindenwold Advisors
|
BUY
|
- |
1.81KNew |
$778K - $866K
|
1.81K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
1.81KNew |
$777K - $866K
|
1.81K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$773K - $861K
|
1.8K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.8KNew |
$772K - $860K
|
1.8K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.8K+ 55.35% |
$772K - $859K
|
5.05K
$2.96M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.8K+ 55.35% |
$772K - $859K
|
5.05K
$2.96M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.8KNew |
$769K - $857K
|
1.8K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.79KNew |
$768K - $855K
|
1.79K
$1.05M
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.78K+ 28.84% |
$763K - $850K
|
7.95K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.78K+ 217.91% |
$761K - $848K
|
2.59K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
1.78K+ 157.78% |
$761K - $848K
|
2.9K
$1.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.77K+ 1.38% |
$759K - $845K
|
130K
$76.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.76K+ 1.12% |
$756K - $842K
|
159K
$93.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 54.31% |
$743K - $828K
|
4.93K
$2.89M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.73K+ 4.01% |
$743K - $827K
|
45K
$26.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.73K+ 23.93% |
$740K - $825K
|
8.94K
$5.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.73K+ 44.08% |
$740K - $824K
|
5.64K
$3.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$739K - $823K
|
1.72K
$1.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.72K+ 13.96% |
$738K - $822K
|
14.1K
$8.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.72K+ 7.74% |
$737K - $821K
|
23.9K
$14M
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.71K+ 53.53% |
$734K - $817K
|
4.91K
$2.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 11.0% |
$732K - $816K
|
17.2K
$10.1M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.71KNew |
$732K - $815K
|
1.71K
$1M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.71KNew |
$731K - $815K
|
1.71K
$1M
|
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$726K - $809K
|
1.69K
$993K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.69KNew |
$724K - $806K
|
1.69K
$990K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.68K+ 59.36% |
$720K - $802K
|
4.51K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.67K+ 6.18% |
$718K - $799K
|
28.8K
$16.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.67K+ 41.9% |
$715K - $797K
|
5.65K
$3.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.66K+ 30.66% |
$712K - $793K
|
7.07K
$4.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
1.66K+ 11.37% |
$711K - $792K
|
16.2K
$9.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.66KNew |
$710K - $791K
|
1.66K
$971K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 52.27% |
$707K - $787K
|
4.8K
$2.82M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.65K+ 55.23% |
$706K - $786K
|
4.63K
$2.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.65K+ 19.93% |
$705K - $785K
|
9.9K
$5.8M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.65KNew |
$705K - $785K
|
1.65K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
1.64KNew |
$704K - $784K
|
1.64K
$963K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.64K+ 238.43% |
$702K - $782K
|
2.33K
$1.36M
|