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
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
66+ 3.25% |
$28.3K - $31.5K
|
2.1K
$1.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
65+ 0.21% |
$27.9K - $31K
|
31K
$18.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
65+ 1.48% |
$27.9K - $31K
|
4.45K
$2.61M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
65+ 0.41% |
$27.9K - $31K
|
15.9K
$9.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
65New |
$27.9K - $31K
|
65
$38.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
63+ 1.55% |
$27K - $30.1K
|
4.12K
$2.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
60+ 0.76% |
$25.7K - $28.6K
|
7.91K
$4.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60+ 2.27% |
$25.7K - $28.6K
|
2.71K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
60+ 2.49% |
$25.7K - $28.6K
|
2.47K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
60+ 1.29% |
$25.7K - $28.6K
|
4.73K
$2.77M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
60+ 5.46% |
$25.7K - $28.6K
|
1.16K
$679K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
59+ 0.99% |
$25.3K - $28.2K
|
6K
$3.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
59+ 5.03% |
$25.3K - $28.2K
|
1.23K
$722K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59+ 3.67% |
$25.3K - $28.2K
|
1.67K
$978K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
58+ 1.72% |
$24.9K - $27.7K
|
3.42K
$2.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
58+ 1.36% |
$24.9K - $27.7K
|
4.33K
$2.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
58+ 1.18% |
$24.9K - $27.7K
|
4.99K
$2.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
56+ 0.53% |
$24K - $26.7K
|
10.6K
$6.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
56+ 0.05% |
$24K - $26.7K
|
110K
$64.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
56+ 8.31% |
$24K - $26.7K
|
730
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
56+ 0.97% |
$24K - $26.7K
|
5.84K
$3.43M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
55New |
$23.6K - $26.3K
|
55
$32.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
54+ 0.78% |
$23.1K - $25.8K
|
6.98K
$4.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
54+ 5.31% |
$23.1K - $25.8K
|
1.07K
$628K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
53+ 19.63% |
$22.7K - $25.3K
|
323
$189K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
53+ 16.16% |
$22.7K - $25.3K
|
381
$223K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
52+ 1.05% |
$22.3K - $24.8K
|
4.99K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
51+ 5.72% |
$21.9K - $24.4K
|
942
$552K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
51+ 1.48% |
$21.9K - $24.4K
|
3.5K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
50+ 5.45% |
$21.4K - $23.9K
|
967
$567K
|
|
|
Feb 09, 2022
Q4 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
50+ 5.82% |
$21.4K - $23.9K
|
909
$533K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
50+ 1.06% |
$21.4K - $23.9K
|
4.78K
$2.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
48+ 0.04% |
$20.6K - $22.9K
|
133K
$78M
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
48+ 3.39% |
$20.6K - $22.9K
|
1.46K
$858K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48+ 4.34% |
$20.6K - $22.9K
|
1.16K
$677K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
47+ 8.38% |
$20.1K - $22.4K
|
608
$356K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
47+ 0.28% |
$20.1K - $22.4K
|
16.9K
$9.93M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
47+ 0.51% |
$20.1K - $22.4K
|
9.3K
$5.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
46+ 0.21% |
$19.7K - $22K
|
22.4K
$13.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
46+ 1.46% |
$19.7K - $22K
|
3.2K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
45+ 7.95% |
$19.3K - $21.5K
|
611
$358K
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
BUY
|
- |
44+ 0.31% |
$18.9K - $21K
|
14.1K
$8.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
44+ 2.1% |
$18.9K - $21K
|
2.14K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
43+ 0.83% |
$18.4K - $20.5K
|
5.25K
$3.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43+ 0.91% |
$18.4K - $20.5K
|
4.76K
$2.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
42+ 2.64% |
$18K - $20.1K
|
1.64K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
42+ 0.36% |
$18K - $20.1K
|
11.6K
$6.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
41New |
$17.6K - $19.6K
|
41
$24K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
41+ 3.06% |
$17.6K - $19.6K
|
1.38K
$811K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
40+ 0.27% |
$17.1K - $19.1K
|
14.9K
$8.74M
|