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 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
506+ 3.48% |
$217K - $242K
|
15.1K
$8.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
505+ 2.51% |
$216K - $241K
|
20.6K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
505New |
$216K - $241K
|
505
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
504+ 4.24% |
$216K - $241K
|
12.4K
$7.27M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
503New |
$216K - $240K
|
503
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
503+ 1.74% |
$216K - $240K
|
29.5K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
500New |
$214K - $239K
|
500
$293K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
499+ 1.88% |
$214K - $238K
|
27K
$15.8M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
499+ 1.88% |
$214K - $238K
|
27K
$15.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
496+ 3.29% |
$213K - $237K
|
15.6K
$9.13M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
495New |
$212K - $236K
|
495
$290K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
490+ 104.48% |
$210K - $234K
|
959
$562K
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
490New |
$210K - $234K
|
490
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
490New |
$210K - $234K
|
490
$287K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
486New |
$208K - $232K
|
486
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485+ 39.4% |
$208K - $232K
|
1.72K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
485+ 55.05% |
$208K - $232K
|
1.37K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
482+ 21.88% |
$207K - $230K
|
2.69K
$1.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
480New |
$206K - $229K
|
480
$281K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
480+ 7.61% |
$206K - $229K
|
6.79K
$3.98M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
478New |
$205K - $228K
|
478
$280K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
475+ 72.52% |
$204K - $227K
|
1.13K
$662K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
475+ 2.23% |
$204K - $227K
|
21.8K
$12.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
474New |
$203K - $226K
|
474
$278K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
473+ 1.73% |
$203K - $226K
|
27.8K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
473New |
$203K - $226K
|
473
$277K
|
|
|
Feb 01, 2022
Q4 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
473New |
$203K - $226K
|
473
$277K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
471+ 8.38% |
$202K - $225K
|
6.09K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
471+ 2.22% |
$202K - $225K
|
21.6K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
469+ 86.69% |
$201K - $224K
|
1.01K
$592K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
469+ 3.5% |
$201K - $224K
|
13.9K
$8.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
468New |
$201K - $223K
|
468
$274K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
467New |
$200K - $223K
|
467
$274K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
464New |
$199K - $222K
|
464
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
464New |
$199K - $222K
|
464
$272K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
463New |
$198K - $221K
|
463
$271K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
459+ 2.31% |
$197K - $219K
|
20.4K
$11.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
453+ 40.81% |
$194K - $216K
|
1.56K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
451New |
$193K - $215K
|
451
$264K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
450+ 9.64% |
$193K - $215K
|
5.12K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
450New |
$193K - $215K
|
450
$264K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
449New |
$192K - $214K
|
449
$263K
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
447New |
$192K - $213K
|
447
$262K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
446New |
$191K - $213K
|
446
$261K
|
|
|
Jan 28, 2022
Q4 2021
|
Suncoast Equity Management
|
BUY
|
- |
444+ 83.3% |
$190K - $212K
|
977
$573K
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
444New |
$190K - $212K
|
444
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
443+ 0.3% |
$190K - $212K
|
147K
$86.2M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
442New |
$189K - $211K
|
442
$259K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
440New |
$189K - $210K
|
440
$258K
|
|
|
Feb 07, 2022
Q4 2021
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
439New |
$188K - $210K
|
439
$257K
|