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 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.19KNew |
$512K - $570K
|
1.19K
$700K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.19KNew |
$512K - $570K
|
1.19K
$700K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$511K - $569K
|
1.19K
$698K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.19K+ 27.47% |
$510K - $568K
|
5.52K
$3.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.19K+ 0.96% |
$509K - $567K
|
125K
$73.5M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.18KNew |
$508K - $565K
|
1.18K
$694K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.18K+ 25.68% |
$507K - $564K
|
5.79K
$3.39M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.18K+ 2.66% |
$504K - $562K
|
45.4K
$26.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.17K+ 34.04% |
$503K - $561K
|
4.62K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.17KNew |
$502K - $559K
|
1.17K
$686K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$498K - $554K
|
1.16K
$681K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.15KNew |
$491K - $547K
|
1.15K
$672K
|
|
|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
1.14K+ 2.01% |
$488K - $543K
|
57.7K
$33.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.14K+ 208.81% |
$488K - $543K
|
1.68K
$987K
|
|
|
Feb 07, 2022
Q4 2021
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.14KNew |
$487K - $542K
|
1.14K
$666K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
1.13K+ 12.93% |
$484K - $539K
|
9.86K
$5.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.13K+ 0.49% |
$482K - $537K
|
231K
$135M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.12K+ 5.95% |
$480K - $535K
|
20K
$11.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.12K+ 7.0% |
$480K - $534K
|
17.1K
$10M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.12K+ 20.53% |
$480K - $534K
|
6.57K
$3.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
BUY
|
- |
1.12KNew |
$479K - $533K
|
1.12K
$655K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.11K+ 1.14% |
$477K - $531K
|
99.1K
$58.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.11K+ 3.67% |
$475K - $530K
|
31.3K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.1KNew |
$472K - $526K
|
1.1K
$646K
|
|
|
Feb 07, 2022
Q4 2021
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
1.1K+ 3.71% |
$472K - $525K
|
30.8K
$18M
|
|
|
Feb 11, 2022
Q4 2021
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.09KNew |
$469K - $522K
|
1.09K
$641K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.09K+ 14.6% |
$466K - $519K
|
8.54K
$5.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 7.29% |
$466K - $519K
|
16K
$9.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.08KNew |
$465K - $518K
|
1.08K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
1.08KNew |
$461K - $513K
|
1.08K
$630K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.06K+ 0.68% |
$454K - $506K
|
156K
$91.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$453K - $505K
|
1.06K
$620K
|
|
|
Feb 15, 2022
Q4 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.06K+ 76.48% |
$453K - $505K
|
2.44K
$1.43M
|
|
|
Jan 24, 2022
Q4 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.05K+ 51.27% |
$451K - $502K
|
3.1K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 1.5% |
$450K - $501K
|
71.1K
$41.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.04KNew |
$448K - $498K
|
1.04K
$612K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.04K+ 1.88% |
$447K - $498K
|
56.5K
$33.1M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.04KNew |
$447K - $498K
|
1.04K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.04KNew |
$446K - $497K
|
1.04K
$610K
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
1.04KNew |
$445K - $496K
|
1.04K
$609K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
1.04K+ 12.0% |
$444K - $495K
|
9.67K
$5.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.04K+ 5.0% |
$444K - $494K
|
21.7K
$12.7M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.03K+ 3.38% |
$443K - $493K
|
31.6K
$18.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 3.55% |
$439K - $489K
|
29.9K
$17.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.03KNew |
$439K - $489K
|
1.03K
$601K
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.02KNew |
$436K - $486K
|
1.02K
$596K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 1.74% |
$434K - $483K
|
59K
$34.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.01KNew |
$432K - $481K
|
1.01K
$591K
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.01KNew |
$431K - $480K
|
1.01K
$589K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
989+ 20.28% |
$424K - $472K
|
5.87K
$3.44M
|