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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
103+ 20.77% |
$44.1K - $49.2K
|
599
$351K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
101+ 0.44% |
$43.3K - $48.2K
|
23.1K
$13.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
101+ 16.48% |
$43.3K - $48.2K
|
714
$419K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.4% |
$42.9K - $47.7K
|
25K
$14.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
100New |
$42.9K - $47.7K
|
100
$58.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 2.59% |
$42.9K - $47.7K
|
3.96K
$2.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
100+ 2.15% |
$42.9K - $47.7K
|
4.76K
$2.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
98+ 14.71% |
$42K - $46.8K
|
764
$448K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
95+ 1.93% |
$40.7K - $45.4K
|
5.03K
$2.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
94+ 2.73% |
$40.3K - $44.9K
|
3.54K
$2.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
94+ 4.13% |
$40.3K - $44.9K
|
2.37K
$1.39M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
93+ 5.44% |
$39.9K - $44.4K
|
1.8K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
92New |
$39.4K - $43.9K
|
92
$53.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
92+ 2.06% |
$39.4K - $43.9K
|
4.56K
$2.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
90+ 3.82% |
$38.6K - $43K
|
2.45K
$1.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
90+ 0.25% |
$38.6K - $43K
|
36.7K
$21.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
90+ 2.82% |
$38.6K - $43K
|
3.28K
$1.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
89+ 4.81% |
$38.1K - $42.5K
|
1.94K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
87+ 6.37% |
$37.3K - $41.5K
|
1.45K
$852K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
87+ 0.19% |
$37.3K - $41.5K
|
45.9K
$26.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
85+ 2.58% |
$36.4K - $40.6K
|
3.38K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
85+ 6.54% |
$36.4K - $40.6K
|
1.39K
$812K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
84New |
$36K - $40.1K
|
84
$49.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
84+ 3.71% |
$36K - $40.1K
|
2.35K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
83+ 0.58% |
$35.6K - $39.6K
|
14.5K
$8.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
82New |
$35.1K - $39.2K
|
82
$48.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
79+ 7.86% |
$33.9K - $37.7K
|
1.08K
$636K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
79+ 2.28% |
$33.9K - $37.7K
|
3.55K
$2.08M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
79+ 1.28% |
$33.9K - $37.7K
|
6.24K
$3.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
79+ 16.77% |
$33.9K - $37.7K
|
550
$322K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
78+ 5.55% |
$33.4K - $37.2K
|
1.48K
$869K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77+ 1.47% |
$33K - $36.8K
|
5.32K
$3.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
75+ 5.65% |
$32.1K - $35.8K
|
1.4K
$822K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
75+ 8.33% |
$32.1K - $35.8K
|
975
$572K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
75+ 0.4% |
$32.1K - $35.8K
|
18.9K
$11.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
75+ 4.81% |
$32.1K - $35.8K
|
1.63K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 2.45% |
$32.1K - $35.8K
|
3.14K
$1.84M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
72+ 0.28% |
$30.9K - $34.4K
|
25.5K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
72New |
$30.9K - $34.4K
|
72
$42.2K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
72New |
$30.9K - $34.4K
|
72
$42.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
72+ 0.19% |
$30.9K - $34.4K
|
39K
$22.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
71+ 4.52% |
$30.4K - $33.9K
|
1.64K
$963K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
71+ 1.97% |
$30.4K - $33.9K
|
3.68K
$2.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
70+ 6.31% |
$30K - $33.4K
|
1.18K
$691K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70+ 1.26% |
$30K - $33.4K
|
5.64K
$3.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
70+ 1.79% |
$30K - $33.4K
|
3.98K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
68+ 0.3% |
$29.1K - $32.5K
|
23.1K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
67+ 1.81% |
$28.7K - $32K
|
3.76K
$2.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
66+ 5.05% |
$28.3K - $31.5K
|
1.37K
$805K
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
BUY
|
- |
66+ 1.64% |
$28.3K - $31.5K
|
4.09K
$2.4M
|