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
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
8+ 0.32% |
$3.43K - $3.82K
|
2.54K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7+ 0.03% |
$3K - $3.34K
|
21.9K
$12.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.36% |
$3K - $3.34K
|
1.96K
$1.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
7+ 0.67% |
$3K - $3.34K
|
1.06K
$620K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
7+ 6.09% |
$3K - $3.34K
|
122
$71.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7+ 0.81% |
$3K - $3.34K
|
867
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
7+ 0.22% |
$3K - $3.34K
|
3.14K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 10.45% |
$3K - $3.34K
|
74
$43.4K
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.89% |
$3K - $3.34K
|
796
$467K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 0.11% |
$2.57K - $2.86K
|
5.45K
$3.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 8.96% |
$2.57K - $2.86K
|
73
$42.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.16% |
$2.57K - $2.86K
|
3.85K
$2.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
6+ 0.14% |
$2.57K - $2.86K
|
4.21K
$2.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
5+ 0.22% |
$2.14K - $2.39K
|
2.27K
$1.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5+ 0.2% |
$2.14K - $2.39K
|
2.57K
$1.5M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.44% |
$2.14K - $2.39K
|
1.15K
$672K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 5.32% |
$2.14K - $2.39K
|
99
$58K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.35% |
$2.14K - $2.39K
|
1.44K
$842K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$1.71K - $1.91K
|
1.26K
$736K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.26% |
$1.71K - $1.91K
|
1.55K
$908K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
4+ 0.86% |
$1.71K - $1.91K
|
469
$275K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
4+ 0.02% |
$1.71K - $1.91K
|
19.2K
$11.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$1.71K - $1.91K
|
5.16K
$3.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
4+ 0.13% |
$1.71K - $1.91K
|
3.16K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.34% |
$1.71K - $1.91K
|
1.18K
$689K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 0.01% |
$1.71K - $1.91K
|
79.3K
$46.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.07% |
$1.71K - $1.91K
|
6.02K
$3.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4+ 0.48% |
$1.71K - $1.91K
|
843
$494K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
4+ 0.03% |
$1.71K - $1.91K
|
16K
$9.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3+ 0.23% |
$1.29K - $1.43K
|
1.29K
$756K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.29K - $1.43K
|
6.8K
$3.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
3+ 0.15% |
$1.29K - $1.43K
|
2.03K
$1.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.29K - $1.43K
|
943
$553K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.18% |
$1.29K - $1.43K
|
1.72K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.44% |
$1.29K - $1.43K
|
692
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 0.25% |
$1.29K - $1.43K
|
1.22K
$716K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3+ 0.05% |
$1.29K - $1.43K
|
5.55K
$3.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3+ 6.52% |
$1.29K - $1.43K
|
49
$28.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.05% |
$1.29K - $1.43K
|
6.23K
$3.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.39% |
$857 - $955
|
520
$305K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$857 - $955
|
1.04K
$611K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.15% |
$857 - $955
|
1.35K
$791K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
2+ 0.22% |
$857 - $955
|
912
$535K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$857 - $955
|
1.02K
$599K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.14% |
$857 - $955
|
1.42K
$831K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.17% |
$857 - $955
|
1.15K
$674K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$857 - $955
|
1.07K
$630K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.09% |
$857 - $955
|
2.24K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$857 - $955
|
1.12K
$655K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2+ 0.08% |
$857 - $955
|
2.48K
$1.45M
|