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
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
989+ 1.99% |
$424K - $472K
|
50.8K
$29.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
984+ 6.89% |
$422K - $470K
|
15.3K
$8.95M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
982+ 4.94% |
$421K - $469K
|
20.8K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
981+ 9.39% |
$420K - $468K
|
11.4K
$6.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
979+ 4.98% |
$420K - $467K
|
20.7K
$12.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
976+ 115.64% |
$418K - $466K
|
1.82K
$1.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
974+ 3.84% |
$417K - $465K
|
26.3K
$15.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
968New |
$415K - $462K
|
968
$568K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
965+ 12.95% |
$414K - $461K
|
8.42K
$4.93M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
965New |
$414K - $461K
|
965
$566K
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
964New |
$413K - $460K
|
964
$565K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
963New |
$413K - $460K
|
963
$565K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
959+ 145.97% |
$411K - $458K
|
1.62K
$947K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
959+ 1.2% |
$411K - $458K
|
81.2K
$47.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
958+ 4.44% |
$411K - $457K
|
22.5K
$13.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
958New |
$411K - $457K
|
958
$562K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
956+ 9.48% |
$410K - $456K
|
11K
$6.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
951+ 1.36% |
$408K - $454K
|
70.8K
$41.5M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
951+ 5.34% |
$408K - $454K
|
18.8K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
931+ 8.65% |
$399K - $445K
|
11.7K
$6.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
926New |
$397K - $442K
|
926
$543K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
922+ 57.48% |
$395K - $440K
|
2.53K
$1.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
920+ 7.14% |
$394K - $439K
|
13.8K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
915New |
$392K - $437K
|
915
$536K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
915+ 7.61% |
$392K - $437K
|
12.9K
$7.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
906+ 3.18% |
$388K - $433K
|
29.4K
$17.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
901+ 4.81% |
$386K - $430K
|
19.6K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
900New |
$386K - $430K
|
900
$528K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
897New |
$384K - $428K
|
897
$526K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
893+ 7.06% |
$383K - $426K
|
13.5K
$7.94M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
889+ 26.82% |
$381K - $424K
|
4.2K
$2.46M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
887+ 509.77% |
$380K - $424K
|
1.06K
$622K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
886+ 8.62% |
$380K - $423K
|
11.2K
$6.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
885New |
$379K - $423K
|
885
$519K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
883+ 2.28% |
$378K - $422K
|
39.7K
$23.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
882+ 0.84% |
$378K - $421K
|
107K
$62.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
880+ 157.14% |
$377K - $420K
|
1.44K
$844K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
878New |
$376K - $419K
|
878
$515K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
877New |
$376K - $419K
|
877
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
875+ 22.43% |
$375K - $418K
|
4.78K
$2.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
872New |
$374K - $416K
|
872
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
869New |
$372K - $415K
|
869
$509K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
867+ 0.77% |
$372K - $414K
|
114K
$66.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
866New |
$371K - $413K
|
866
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
865+ 1.37% |
$371K - $413K
|
63.9K
$37.5M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
863+ 1.76% |
$370K - $412K
|
49.8K
$29.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
861+ 2.42% |
$369K - $411K
|
36.4K
$21.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
861New |
$369K - $411K
|
861
$505K
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
858+ 154.04% |
$368K - $410K
|
1.42K
$830K
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
856New |
$367K - $409K
|
856
$502K
|