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 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
436New |
$187K - $208K
|
436
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
433+ 1.32% |
$186K - $207K
|
33.2K
$19.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
431+ 49.37% |
$185K - $206K
|
1.3K
$765K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
429+ 2.43% |
$184K - $205K
|
18.1K
$10.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
427New |
$183K - $204K
|
427
$250K
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
427New |
$183K - $204K
|
427
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
427New |
$183K - $204K
|
427
$250K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
424+ 2.81% |
$182K - $202K
|
15.5K
$9.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
424New |
$182K - $202K
|
424
$249K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
415New |
$178K - $198K
|
415
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
414+ 8.78% |
$177K - $198K
|
5.13K
$3.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
411+ 68.16% |
$176K - $196K
|
1.01K
$594K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
410+ 1.56% |
$176K - $196K
|
26.7K
$15.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
408+ 11.42% |
$175K - $195K
|
3.98K
$2.33M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
407+ 39.21% |
$174K - $194K
|
1.45K
$847K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
407+ 6.52% |
$174K - $194K
|
6.65K
$3.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
406+ 0.7% |
$174K - $194K
|
58.4K
$34.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
401+ 16.48% |
$172K - $191K
|
2.83K
$1.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 1.26% |
$171K - $191K
|
32.1K
$18.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
400+ 3.21% |
$171K - $191K
|
12.9K
$7.54M
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
393+ 11.96% |
$168K - $188K
|
3.68K
$2.16M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
393+ 18.94% |
$168K - $188K
|
2.47K
$1.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
392+ 5.67% |
$168K - $187K
|
7.31K
$4.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
379+ 0.95% |
$162K - $181K
|
40.4K
$23.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
379+ 16.07% |
$162K - $181K
|
2.74K
$1.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
378+ 1.67% |
$162K - $180K
|
23.1K
$13.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
375+ 1.12% |
$161K - $179K
|
34K
$19.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
374+ 9.56% |
$160K - $179K
|
4.29K
$2.51M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
373+ 11.85% |
$160K - $178K
|
3.52K
$2.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
372New |
$159K - $178K
|
372
$218K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
371New |
$159K - $177K
|
371
$218K
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
370+ 8.63% |
$159K - $177K
|
4.66K
$2.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
369+ 11.35% |
$158K - $176K
|
3.62K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
367+ 13.67% |
$157K - $175K
|
3.05K
$1.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
366+ 20.88% |
$157K - $175K
|
2.12K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
366+ 7.11% |
$157K - $175K
|
5.52K
$3.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
365+ 19.32% |
$156K - $174K
|
2.25K
$1.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
364+ 29.24% |
$156K - $174K
|
1.61K
$943K
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
361+ 8.96% |
$155K - $172K
|
4.39K
$2.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
355+ 1.37% |
$152K - $170K
|
26.2K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
350+ 23.22% |
$150K - $167K
|
1.86K
$1.09M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
348+ 14.9% |
$149K - $166K
|
2.68K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
347+ 2.35% |
$149K - $166K
|
15.1K
$8.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
347+ 7.5% |
$149K - $166K
|
4.97K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
346+ 0.28% |
$148K - $165K
|
124K
$72.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
345+ 33.33% |
$148K - $165K
|
1.38K
$809K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
343+ 41.68% |
$147K - $164K
|
1.17K
$684K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
343+ 14.14% |
$147K - $164K
|
2.77K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
342+ 5.59% |
$147K - $163K
|
6.46K
$3.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
340+ 7.31% |
$146K - $162K
|
4.99K
$2.93M
|