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 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.01% |
$857 - $955
|
21.8K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2- 0.38% |
$857 - $955
|
529
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.22% |
$857 - $955
|
908
$532K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2- 0.03% |
$857 - $955
|
7.11K
$4.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3- 0.07% |
$1.29K - $1.43K
|
4.26K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3- 0.57% |
$1.29K - $1.43K
|
522
$306K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3- 0.19% |
$1.29K - $1.43K
|
1.54K
$905K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-4- 0.6% |
$1.71K - $1.91K
|
661
$388K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-4- 0.13% |
$1.71K - $1.91K
|
3.16K
$1.85M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-4- 0.81% |
$1.71K - $1.91K
|
492
$288K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 0.03% |
$1.71K - $1.91K
|
12.8K
$7.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 0.3% |
$1.71K - $1.91K
|
1.33K
$777K
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-4- 0.71% |
$1.71K - $1.91K
|
556
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 0.21% |
$1.71K - $1.91K
|
1.89K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.02% |
$1.71K - $1.91K
|
19.7K
$11.6M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4- 0.28% |
$1.71K - $1.91K
|
1.4K
$821K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-5- 0.63% |
$2.14K - $2.39K
|
784
$460K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-5- 0.14% |
$2.14K - $2.39K
|
3.48K
$2.04M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-5- 0.24% |
$2.14K - $2.39K
|
2.08K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-5- 0.9% |
$2.14K - $2.39K
|
551
$323K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-5- 0.15% |
$2.14K - $2.39K
|
3.36K
$1.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-5- 0.5% |
$2.14K - $2.39K
|
992
$582K
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-5- 0.15% |
$2.14K - $2.39K
|
3.35K
$1.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$2.14K - $2.39K
|
14.4K
$8.42M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5- 0.5% |
$2.14K - $2.39K
|
1K
$586K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.1% |
$2.14K - $2.39K
|
4.87K
$2.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-6- 0.14% |
$2.57K - $2.86K
|
4.41K
$2.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-6- 0.42% |
$2.57K - $2.86K
|
1.41K
$824K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6- 1.01% |
$2.57K - $2.86K
|
589
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7- 0.44% |
$3K - $3.34K
|
1.59K
$932K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7- 0.12% |
$3K - $3.34K
|
5.65K
$3.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7- 0.37% |
$3K - $3.34K
|
1.89K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.66% |
$3K - $3.34K
|
1.05K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7- 0.21% |
$3K - $3.34K
|
3.32K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.59% |
$3K - $3.34K
|
1.19K
$697K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 0.51% |
$3.43K - $3.82K
|
1.56K
$914K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-8- 1.34% |
$3.43K - $3.82K
|
589
$345K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-8- 0.19% |
$3.43K - $3.82K
|
4.16K
$2.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-8- 0.69% |
$3.43K - $3.82K
|
1.16K
$678K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-9- 0.51% |
$3.86K - $4.3K
|
1.77K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-9- 0.65% |
$3.86K - $4.3K
|
1.37K
$806K
|
|
|
Feb 11, 2022
Q4 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-9- 0.35% |
$3.86K - $4.3K
|
2.54K
$1.49M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-10- 1.87% |
$4.29K - $4.77K
|
525
$308K
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-10- 0.12% |
$4.29K - $4.77K
|
8.5K
$4.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10- 0.18% |
$4.29K - $4.77K
|
5.69K
$3.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.58% |
$4.29K - $4.77K
|
1.72K
$1.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.41% |
$4.29K - $4.77K
|
2.43K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10- 0.01% |
$4.29K - $4.77K
|
77.8K
$45.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-10- 0.78% |
$4.29K - $4.77K
|
1.27K
$747K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.18% |
$4.29K - $4.77K
|
5.44K
$3.19M
|