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 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
338New |
$145K - $161K
|
338
$198K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
338+ 0.61% |
$145K - $161K
|
56.1K
$32.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
337+ 11.46% |
$144K - $161K
|
3.28K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
334+ 2226.67% |
$143K - $159K
|
349
$205K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
332+ 3.08% |
$142K - $159K
|
11.1K
$6.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
330+ 4.58% |
$141K - $158K
|
7.53K
$4.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
329+ 2.56% |
$141K - $157K
|
13.2K
$7.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
328+ 3.35% |
$141K - $157K
|
10.1K
$5.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
327+ 2.62% |
$140K - $156K
|
12.8K
$7.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
327+ 1.37% |
$140K - $156K
|
24.3K
$14.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
325+ 2.62% |
$139K - $155K
|
12.7K
$7.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
325+ 0.42% |
$139K - $155K
|
77.2K
$45.3M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
324+ 1.6% |
$139K - $155K
|
20.6K
$12.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
324+ 5.99% |
$139K - $155K
|
5.73K
$3.36M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
321+ 0.82% |
$138K - $153K
|
39.7K
$23.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
321+ 30.17% |
$138K - $153K
|
1.39K
$812K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
320+ 1.05% |
$137K - $153K
|
30.9K
$18.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
319+ 0.1% |
$137K - $152K
|
318K
$186M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
317New |
$136K - $151K
|
317
$186K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
314New |
$135K - $150K
|
314
$184K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
313+ 15.53% |
$134K - $149K
|
2.33K
$1.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
310+ 5.15% |
$133K - $148K
|
6.32K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
305+ 60.16% |
$131K - $146K
|
812
$476K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
304+ 0.5% |
$130K - $145K
|
60.9K
$35.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
304+ 4.81% |
$130K - $145K
|
6.62K
$3.88M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
303+ 22.9% |
$130K - $145K
|
1.63K
$953K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
303+ 17.59% |
$130K - $145K
|
2.03K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
300+ 16.95% |
$129K - $143K
|
2.07K
$1.21M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
297+ 1.74% |
$127K - $142K
|
17.4K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
297New |
$127K - $142K
|
297
$174K
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
296+ 7.74% |
$127K - $141K
|
4.12K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
294+ 52.59% |
$126K - $140K
|
853
$500K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
292+ 3.86% |
$125K - $139K
|
7.86K
$4.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
290+ 0.94% |
$124K - $138K
|
31.1K
$18.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
289+ 5.38% |
$124K - $138K
|
5.66K
$3.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
286+ 3.36% |
$123K - $137K
|
8.79K
$5.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
285+ 0.83% |
$122K - $136K
|
34.7K
$20.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
283New |
$121K - $135K
|
283
$166K
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
279+ 4.56% |
$120K - $133K
|
6.4K
$3.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
278+ 0.12% |
$119K - $133K
|
239K
$140M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
277+ 2.36% |
$119K - $132K
|
12K
$7.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
277New |
$119K - $132K
|
277
$162K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
276+ 3.12% |
$118K - $132K
|
9.12K
$5.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
276+ 1.74% |
$118K - $132K
|
16.1K
$9.46M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
276+ 13.19% |
$118K - $132K
|
2.37K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
275+ 42.31% |
$118K - $131K
|
925
$542K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
275+ 31.39% |
$118K - $131K
|
1.15K
$675K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
274+ 25.54% |
$117K - $131K
|
1.35K
$790K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
270New |
$116K - $129K
|
270
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
267+ 7.78% |
$114K - $127K
|
3.7K
$2.17M
|