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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
751+ 29.03% |
$322K - $359K
|
3.34K
$1.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
750New |
$321K - $358K
|
750
$420K
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
750New |
$321K - $358K
|
750
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
750New |
$321K - $358K
|
750
$420K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
748+ 5.55% |
$321K - $357K
|
14.2K
$7.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
745New |
$319K - $356K
|
745
$418K
|
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
BUY
|
- |
743New |
$318K - $355K
|
743
$417K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
742+ 0.74% |
$318K - $354K
|
101K
$56.3M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
740+ 2.08% |
$317K - $353K
|
36.3K
$20.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
736+ 6.31% |
$315K - $351K
|
12.4K
$6.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
731+ 48.9% |
$313K - $349K
|
2.23K
$1.25M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
729New |
$312K - $348K
|
729
$409K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
718+ 51.47% |
$308K - $343K
|
2.11K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
718New |
$308K - $343K
|
718
$402K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
717+ 45.04% |
$307K - $342K
|
2.31K
$1.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
716New |
$307K - $342K
|
716
$401K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
712New |
$305K - $340K
|
712
$399K
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
707New |
$303K - $338K
|
707
$396K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
705New |
$302K - $337K
|
705
$395K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
693+ 94.16% |
$297K - $331K
|
1.43K
$801K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
688+ 26.59% |
$295K - $329K
|
3.28K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
684New |
$293K - $327K
|
684
$383K
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
680+ 70.39% |
$291K - $325K
|
1.65K
$923K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
679+ 0.07% |
$291K - $324K
|
949K
$532M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
679New |
$291K - $324K
|
679
$381K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
674+ 8.63% |
$289K - $322K
|
8.48K
$4.75M
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
671New |
$288K - $320K
|
671
$376K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
666+ 27.94% |
$285K - $318K
|
3.05K
$1.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
663+ 10.41% |
$284K - $317K
|
7.03K
$3.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
662+ 4.03% |
$284K - $316K
|
17.1K
$9.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
660New |
$283K - $315K
|
660
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
659+ 88.69% |
$282K - $315K
|
1.4K
$786K
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
659New |
$282K - $315K
|
659
$369K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
656+ 12.03% |
$281K - $313K
|
6.11K
$3.43M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
656+ 0.57% |
$281K - $313K
|
116K
$64.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
654New |
$280K - $312K
|
654
$367K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
654+ 2.38% |
$280K - $312K
|
28.1K
$15.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
653+ 2.44% |
$280K - $312K
|
27.5K
$15.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
640New |
$274K - $306K
|
640
$359K
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
639+ 3.82% |
$274K - $305K
|
17.4K
$9.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
639+ 33.47% |
$274K - $305K
|
2.55K
$1.43M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
636New |
$273K - $304K
|
636
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
636+ 7.0% |
$273K - $304K
|
9.73K
$5.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
634+ 12.46% |
$272K - $303K
|
5.72K
$3.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
631+ 36.79% |
$270K - $301K
|
2.35K
$1.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
629New |
$270K - $300K
|
629
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
626New |
$268K - $299K
|
626
$351K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
623New |
$267K - $297K
|
623
$349K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
622New |
$267K - $297K
|
622
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
620+ 11.89% |
$266K - $296K
|
5.84K
$3.27M
|