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 24, 2022
Q4 2021
|
Strs Ohio
|
BUY
|
- |
1.46K+ 135.35% |
$624K - $695K
|
2.53K
$1.48M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 18.51% |
$622K - $693K
|
9.29K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.44K+ 6.1% |
$619K - $689K
|
25.1K
$14.7M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
1.43KNew |
$613K - $682K
|
1.43K
$838K
|
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
1.42K+ 1.82% |
$610K - $680K
|
79.5K
$46.6M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.42KNew |
$610K - $680K
|
1.42K
$835K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
1.41K+ 4.26% |
$603K - $671K
|
34.4K
$20.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.38K+ 2.56% |
$592K - $659K
|
55.2K
$32.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 24.34% |
$588K - $655K
|
7.01K
$4.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
1.37K+ 56.22% |
$587K - $654K
|
3.8K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.37K+ 6.5% |
$586K - $653K
|
22.4K
$13.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
1.36K+ 17.13% |
$584K - $650K
|
9.32K
$5.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.36K+ 15.02% |
$584K - $650K
|
10.4K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.36K+ 24.29% |
$583K - $649K
|
6.96K
$4.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
1.36K+ 3.79% |
$582K - $648K
|
37.1K
$21.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
1.35KNew |
$579K - $645K
|
1.35K
$792K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1.35K+ 7.24% |
$579K - $645K
|
20K
$11.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.35K+ 40.25% |
$577K - $643K
|
4.69K
$2.75M
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.34KNew |
$574K - $639K
|
1.34K
$784K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
1.34KNew |
$572K - $637K
|
1.34K
$783K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.33KNew |
$572K - $637K
|
1.33K
$782K
|
|
|
Jan 25, 2022
Q4 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.33K+ 74.54% |
$571K - $636K
|
3.12K
$1.83M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
1.33K+ 11.5% |
$569K - $634K
|
12.9K
$7.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
1.33K+ 1.6% |
$569K - $634K
|
84.2K
$49.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$564K - $628K
|
1.32K
$772K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.32K+ 3.29% |
$564K - $628K
|
41.4K
$24.3M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 121.91% |
$563K - $627K
|
2.39K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.31K+ 0.58% |
$562K - $625K
|
228K
$134M
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
1.31K+ 189.31% |
$562K - $625K
|
2K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.31K+ 23.85% |
$560K - $624K
|
6.79K
$3.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
1.3KNew |
$558K - $622K
|
1.3K
$763K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 5.95% |
$558K - $621K
|
23.2K
$13.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.29KNew |
$553K - $616K
|
1.29K
$756K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.29K+ 2.57% |
$552K - $615K
|
51.4K
$30.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.28KNew |
$547K - $609K
|
1.28K
$748K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 22.95% |
$546K - $608K
|
6.82K
$4M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.26K+ 4.95% |
$540K - $602K
|
26.7K
$15.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.25K+ 13.77% |
$538K - $599K
|
10.4K
$6.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.25K+ 5.04% |
$538K - $599K
|
26.1K
$15.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$536K - $597K
|
1.25K
$733K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.25K+ 200.0% |
$536K - $597K
|
1.88K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.25KNew |
$534K - $594K
|
1.25K
$730K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.24K+ 8.97% |
$529K - $590K
|
15K
$8.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.23K+ 74.89% |
$528K - $588K
|
2.88K
$1.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.23KNew |
$528K - $588K
|
1.23K
$722K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.23KNew |
$525K - $585K
|
1.23K
$718K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.22KNew |
$523K - $583K
|
1.22K
$715K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.22K+ 5.64% |
$522K - $582K
|
22.8K
$13.4M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.2KNew |
$515K - $573K
|
1.2K
$704K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
1.2KNew |
$514K - $573K
|
1.2K
$704K
|