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
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-90- 16.51% |
$38.6K - $43K
|
455
$267K
|
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-90- 6.88% |
$38.6K - $43K
|
1.22K
$715K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-90- 1.87% |
$38.6K - $43K
|
4.74K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-90- 90.0% |
$38.6K - $43K
|
10
$5.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-91- 0.37% |
$39K - $43.5K
|
24.4K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-91- 1.03% |
$39K - $43.5K
|
8.77K
$5.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-92- 4.75% |
$39.4K - $43.9K
|
1.85K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-93- 19.66% |
$39.9K - $44.4K
|
380
$223K
|
|
|
Jan 18, 2022
Q4 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-94- 2.87% |
$40.3K - $44.9K
|
3.18K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-94- 1.5% |
$40.3K - $44.9K
|
6.16K
$3.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-94- 1.62% |
$40.3K - $44.9K
|
5.71K
$3.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-94- 1.32% |
$40.3K - $44.9K
|
7.02K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-94- 0.13% |
$40.3K - $44.9K
|
71K
$41.6M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-95- 6.88% |
$40.7K - $45.4K
|
1.29K
$753K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-97- 0.23% |
$41.6K - $46.3K
|
41.9K
$24.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-97- 9.07% |
$41.6K - $46.3K
|
973
$570K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-99- 0.99% |
$42.4K - $47.3K
|
9.92K
$5.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-99- 2.48% |
$42.4K - $47.3K
|
3.89K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-99- 3.39% |
$42.4K - $47.3K
|
2.82K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-99- 4.4% |
$42.4K - $47.3K
|
2.15K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 0.73% |
$42.9K - $47.7K
|
13.7K
$8.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-100- 13.05% |
$42.9K - $47.7K
|
666
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-100- 2.25% |
$42.9K - $47.7K
|
4.34K
$2.54M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-100- 1.85% |
$42.9K - $47.7K
|
5.29K
$3.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-101- 0.8% |
$43.3K - $48.2K
|
12.6K
$7.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-102- 1.09% |
$43.7K - $48.7K
|
9.26K
$5.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-106- 9.73% |
$45.4K - $50.6K
|
983
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-107- 3.14% |
$45.9K - $51.1K
|
3.3K
$1.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-107- 5.33% |
$45.9K - $51.1K
|
1.9K
$1.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-108- 1.05% |
$46.3K - $51.6K
|
10.1K
$5.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-109- 2.95% |
$46.7K - $52K
|
3.59K
$2.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-109- 2.24% |
$46.7K - $52K
|
4.77K
$2.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-110- 1.89% |
$47.2K - $52.5K
|
5.72K
$3.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-110- 3.42% |
$47.2K - $52.5K
|
3.11K
$1.82M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-110- 2.75% |
$47.2K - $52.5K
|
3.89K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-112- 2.1% |
$48K - $53.5K
|
5.22K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-112- 0.83% |
$48K - $53.5K
|
13.4K
$7.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-113- 7.27% |
$48.4K - $54K
|
1.44K
$845K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-114- 2.96% |
$48.9K - $54.4K
|
3.73K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-116- 2.61% |
$49.7K - $55.4K
|
4.33K
$2.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-116- 1.76% |
$49.7K - $55.4K
|
6.46K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-118- 0.12% |
$50.6K - $56.3K
|
97.7K
$57.3M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-120- 1.87% |
$51.4K - $57.3K
|
6.28K
$3.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-120- 3.6% |
$51.4K - $57.3K
|
3.21K
$1.88M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-120- 1.46% |
$51.4K - $57.3K
|
8.07K
$4.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-122- 0.44% |
$52.3K - $58.3K
|
27.3K
$16M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-122- 8.86% |
$52.3K - $58.3K
|
1.26K
$736K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-124- 0.49% |
$53.2K - $59.2K
|
25.3K
$14.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-124- 0.64% |
$53.2K - $59.2K
|
19.2K
$11.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
SELL
|
- |
-125- 2.52% |
$53.6K - $59.7K
|
4.83K
$2.83M
|