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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-23- 0.45% |
$9.86K - $11K
|
5.14K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-23- 1.25% |
$9.86K - $11K
|
1.82K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-24- 0.98% |
$10.3K - $11.5K
|
2.42K
$1.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-24- 1.69% |
$10.3K - $11.5K
|
1.39K
$817K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-24- 0.91% |
$10.3K - $11.5K
|
2.62K
$1.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-24- 4.33% |
$10.3K - $11.5K
|
530
$311K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-24- 0.95% |
$10.3K - $11.5K
|
2.49K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-24- 0.16% |
$10.3K - $11.5K
|
15K
$8.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-24- 0.5% |
$10.3K - $11.5K
|
4.76K
$2.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-24- 0.86% |
$10.3K - $11.5K
|
2.75K
$1.61M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 0.14% |
$10.3K - $11.5K
|
16.7K
$9.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-25- 0.43% |
$10.7K - $11.9K
|
5.82K
$3.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 2.95% |
$10.7K - $11.9K
|
823
$483K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 21.74% |
$10.7K - $11.9K
|
90
$52.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-25- 0.23% |
$10.7K - $11.9K
|
10.7K
$6.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-25- 1.23% |
$10.7K - $11.9K
|
2.01K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 1.32% |
$10.7K - $11.9K
|
1.88K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-25- 0.84% |
$10.7K - $11.9K
|
2.96K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-25Closed |
$10.7K - $11.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-25- 0.4% |
$10.7K - $11.9K
|
6.22K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-25- 0.3% |
$10.7K - $11.9K
|
8.25K
$4.84M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-26- 2.46% |
$11.1K - $12.4K
|
1.03K
$604K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-26- 0.44% |
$11.1K - $12.4K
|
5.82K
$3.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-26- 0.89% |
$11.1K - $12.4K
|
2.91K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-26- 0.03% |
$11.1K - $12.4K
|
85.9K
$50.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.4% |
$11.1K - $12.4K
|
6.5K
$3.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-27- 0.72% |
$11.6K - $12.9K
|
3.72K
$2.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-27- 0.93% |
$11.6K - $12.9K
|
2.87K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-28- 4.43% |
$12K - $13.4K
|
604
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-28- 0.14% |
$12K - $13.4K
|
20.5K
$12M
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-29- 0.34% |
$12.4K - $13.8K
|
8.49K
$4.98M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.25% |
$12.9K - $14.3K
|
11.9K
$6.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-30- 2.47% |
$12.9K - $14.3K
|
1.18K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-30- 0.5% |
$12.9K - $14.3K
|
6K
$3.52M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-30- 0.39% |
$12.9K - $14.3K
|
7.67K
$4.5M
|
|
|
Mar 23, 2023
Q4 2021
|
Metlife Inc
New York, NY |
SELL
|
- |
-30- 0.3% |
$12.9K - $14.3K
|
9.87K
$5.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-32- 1.38% |
$13.7K - $15.3K
|
2.29K
$1.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-32- 7.44% |
$13.7K - $15.3K
|
398
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 2.99% |
$13.7K - $15.3K
|
1.04K
$609K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-34- 0.36% |
$14.6K - $16.2K
|
9.49K
$5.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-34- 0.38% |
$14.6K - $16.2K
|
8.84K
$5.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-34- 0.18% |
$14.6K - $16.2K
|
18.5K
$10.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-34- 0.67% |
$14.6K - $16.2K
|
5.06K
$2.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-34- 5.91% |
$14.6K - $16.2K
|
541
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34- 3.62% |
$14.6K - $16.2K
|
905
$531K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-35- 0.7% |
$15K - $16.7K
|
4.95K
$2.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-36- 0.79% |
$15.4K - $17.2K
|
4.5K
$2.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-37- 0.69% |
$15.9K - $17.7K
|
5.3K
$3.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-38- 0.09% |
$16.3K - $18.1K
|
42.4K
$24.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-38- 5.44% |
$16.3K - $18.1K
|
660
$387K
|