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 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-39- 1.86% |
$16.7K - $18.6K
|
2.06K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-40- 0.58% |
$17.1K - $19.1K
|
6.83K
$4M
|
|
|
Jan 26, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-40- 0.91% |
$17.1K - $19.1K
|
4.35K
$2.55M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-40- 3.75% |
$17.1K - $19.1K
|
1.03K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-40- 10.5% |
$17.1K - $19.1K
|
341
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-41- 1.81% |
$17.6K - $19.6K
|
2.22K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-41- 0.65% |
$17.6K - $19.6K
|
6.31K
$3.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-41- 1.13% |
$17.6K - $19.6K
|
3.6K
$2.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-41- 2.04% |
$17.6K - $19.6K
|
1.97K
$1.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41- 1.16% |
$17.6K - $19.6K
|
3.51K
$2.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-42- 3.83% |
$18K - $20.1K
|
1.05K
$618K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.88% |
$18.4K - $20.5K
|
2.24K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-43- 0.78% |
$18.4K - $20.5K
|
5.47K
$3.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43Closed |
$18.4K - $20.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-44- 1.05% |
$18.9K - $21K
|
4.16K
$2.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-44- 2.91% |
$18.9K - $21K
|
1.47K
$859K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-44- 0.51% |
$18.9K - $21K
|
8.65K
$5.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-44- 0.2% |
$18.9K - $21K
|
22.1K
$13M
|
|
|
Jan 25, 2022
Q4 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-45- 3.25% |
$19.3K - $21.5K
|
1.34K
$784K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-45- 4.29% |
$19.3K - $21.5K
|
1K
$589K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
SELL
|
- |
-45- 0.1% |
$19.3K - $21.5K
|
44.9K
$26.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-46- 0.83% |
$19.7K - $22K
|
5.47K
$3.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-46- 0.76% |
$19.7K - $22K
|
5.99K
$3.51M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-46- 0.67% |
$19.7K - $22K
|
6.85K
$4.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-48- 3.14% |
$20.6K - $22.9K
|
1.48K
$869K
|
|
|
Jan 31, 2022
Q4 2021
|
Compass Capital Management, Inc
|
SELL
|
- |
-48- 5.0% |
$20.6K - $22.9K
|
912
$535K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-49- 0.72% |
$21K - $23.4K
|
6.79K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-49- 0.9% |
$21K - $23.4K
|
5.39K
$3.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 1.22% |
$21.4K - $23.9K
|
4.03K
$2.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-50- 19.69% |
$21.4K - $23.9K
|
204
$120K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 7.17% |
$21.4K - $23.9K
|
647
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-50- 2.42% |
$21.4K - $23.9K
|
2.01K
$1.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-51- 0.69% |
$21.9K - $24.4K
|
7.33K
$4.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-51- 0.8% |
$21.9K - $24.4K
|
6.36K
$3.73M
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-52- 0.1% |
$22.3K - $24.8K
|
50.8K
$29.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-53- 1.52% |
$22.7K - $25.3K
|
3.42K
$2.01M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-54- 2.06% |
$23.1K - $25.8K
|
2.56K
$1.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-55- 0.67% |
$23.6K - $26.3K
|
8.13K
$4.76M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-56- 3.35% |
$24K - $26.7K
|
1.62K
$947K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-56- 1.8% |
$24K - $26.7K
|
3.06K
$1.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-57- 2.14% |
$24.4K - $27.2K
|
2.6K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-57- 2.16% |
$24.4K - $27.2K
|
2.59K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-58- 0.75% |
$24.9K - $27.7K
|
7.72K
$4.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-58- 0.13% |
$24.9K - $27.7K
|
45.1K
$26.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-58- 0.62% |
$24.9K - $27.7K
|
9.31K
$5.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-59- 1.02% |
$25.3K - $28.2K
|
5.73K
$3.36M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-59- 1.33% |
$25.3K - $28.2K
|
4.36K
$2.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-59- 1.7% |
$25.3K - $28.2K
|
3.42K
$2M
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-59- 5.49% |
$25.3K - $28.2K
|
1.02K
$595K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
SELL
|
- |
-60- 2.85% |
$25.7K - $28.6K
|
2.04K
$1.2M
|