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 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
605+ 2.85% |
$259K - $289K
|
21.8K
$12.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
605+ 10.12% |
$259K - $289K
|
6.59K
$3.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
604New |
$259K - $288K
|
604
$354K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
600+ 1.91% |
$257K - $286K
|
32K
$18.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
599+ 30.77% |
$257K - $286K
|
2.55K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
597+ 17.85% |
$256K - $285K
|
3.94K
$2.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
596New |
$255K - $285K
|
596
$349K
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
595New |
$255K - $284K
|
595
$349K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
591New |
$253K - $282K
|
591
$346K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
590New |
$253K - $282K
|
590
$346K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
585+ 12.73% |
$251K - $279K
|
5.18K
$3.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
583New |
$250K - $278K
|
583
$342K
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
583New |
$250K - $278K
|
583
$342K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
583+ 4.16% |
$250K - $278K
|
14.6K
$8.56M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
579New |
$248K - $276K
|
579
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
579New |
$248K - $276K
|
579
$339K
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
577New |
$247K - $276K
|
577
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
570+ 23.4% |
$244K - $272K
|
3.01K
$1.76M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
568New |
$243K - $271K
|
568
$333K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
561+ 1.5% |
$240K - $268K
|
38.1K
$22.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
561New |
$240K - $268K
|
561
$329K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
556+ 8.11% |
$238K - $265K
|
7.41K
$4.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
551New |
$236K - $263K
|
551
$323K
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
546+ 81.25% |
$234K - $261K
|
1.22K
$714K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
546New |
$234K - $261K
|
546
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
546New |
$234K - $261K
|
546
$320K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
544New |
$233K - $260K
|
544
$319K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
542+ 1.36% |
$232K - $259K
|
40.5K
$23.7M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
542New |
$232K - $259K
|
542
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
540+ 20.87% |
$231K - $258K
|
3.13K
$1.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
BUY
|
- |
540New |
$231K - $258K
|
540
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
540+ 1.17% |
$231K - $258K
|
46.5K
$27.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
537+ 5.5% |
$230K - $256K
|
10.3K
$6.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
535New |
$229K - $255K
|
535
$314K
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
531New |
$228K - $254K
|
531
$311K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
529+ 10.73% |
$227K - $253K
|
5.46K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
529New |
$227K - $253K
|
529
$310K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
527+ 36.9% |
$226K - $252K
|
1.96K
$1.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
527New |
$226K - $252K
|
527
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
522New |
$224K - $249K
|
522
$306K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
517+ 0.68% |
$222K - $247K
|
76.4K
$44.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
517+ 8.34% |
$222K - $247K
|
6.72K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
516+ 24.47% |
$221K - $246K
|
2.63K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
516+ 3.06% |
$221K - $246K
|
17.4K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
516+ 1.15% |
$221K - $246K
|
45.2K
$26.5M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
515New |
$221K - $246K
|
515
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
514+ 41.49% |
$220K - $245K
|
1.75K
$1.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
513New |
$220K - $245K
|
513
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
513+ 59.79% |
$220K - $245K
|
1.37K
$804K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
508+ 1.13% |
$218K - $243K
|
45.6K
$26.8M
|