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 08, 2022
Q4 2021
|
Private Management Group Inc
|
SELL
|
- |
-125- 9.88% |
$53.6K - $59.7K
|
1.14K
$668K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 0.8% |
$53.6K - $59.7K
|
15.6K
$9.14M
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
SELL
|
- |
-127- 1.28% |
$54.4K - $60.6K
|
9.82K
$5.76M
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-128- 52.89% |
$54.9K - $61.1K
|
114
$66.8K
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-128- 0.44% |
$54.9K - $61.1K
|
28.7K
$16.8M
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-128- 0.61% |
$54.9K - $61.1K
|
21K
$12.3M
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-129- 0.45% |
$55.3K - $61.6K
|
28.7K
$16.8M
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-130- 2.81% |
$55.7K - $62.1K
|
4.5K
$2.64M
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-130- 4.4% |
$55.7K - $62.1K
|
2.82K
$1.66M
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-133- 2.53% |
$57K - $63.5K
|
5.12K
$3M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-134- 2.9% |
$57.4K - $64K
|
4.49K
$2.63M
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-134- 0.6% |
$57.4K - $64K
|
22.1K
$13M
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-135- 5.24% |
$57.9K - $64.5K
|
2.44K
$1.43M
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-137- 22.28% |
$58.7K - $65.4K
|
478
$280K
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-137- 3.54% |
$58.7K - $65.4K
|
3.73K
$2.19M
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-138- 2.3% |
$59.2K - $65.9K
|
5.87K
$3.44M
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-138- 1.37% |
$59.2K - $65.9K
|
9.91K
$5.81M
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-140- 0.78% |
$60K - $66.8K
|
17.8K
$10.4M
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-140- 13.44% |
$60K - $66.8K
|
902
$529K
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-144- 0.32% |
$61.7K - $68.8K
|
44.9K
$26.3M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-145- 0.63% |
$62.2K - $69.2K
|
23K
$13.5M
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-146- 3.6% |
$62.6K - $69.7K
|
3.91K
$2.29M
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-147- 1.42% |
$63K - $70.2K
|
10.2K
$5.97M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-147- 1.93% |
$63K - $70.2K
|
7.46K
$4.37M
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-148- 4.78% |
$63.4K - $70.7K
|
2.95K
$1.73M
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-148- 0.11% |
$63.4K - $70.7K
|
130K
$75.9M
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-150- 4.51% |
$64.3K - $71.6K
|
3.18K
$1.86M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-151- 0.51% |
$64.7K - $72.1K
|
29.4K
$17.2M
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-152- 1.9% |
$65.2K - $72.6K
|
7.85K
$4.6M
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-152- 1.68% |
$65.2K - $72.6K
|
8.92K
$5.23M
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-152- 1.49% |
$65.2K - $72.6K
|
10.1K
$5.91M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-153Closed |
$65.6K - $73.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-153Closed |
$65.6K - $73.1K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-153- 23.79% |
$65.6K - $73.1K
|
490
$287K
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-155- 1.17% |
$66.4K - $74K
|
13.1K
$7.67M
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-156- 3.11% |
$66.9K - $74.5K
|
4.86K
$2.85M
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-156- 0.56% |
$66.9K - $74.5K
|
27.5K
$16.1M
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-158- 2.4% |
$67.7K - $75.4K
|
6.43K
$3.77M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-160- 3.53% |
$68.6K - $76.4K
|
4.37K
$2.56M
|
|
Feb 03, 2022
Q4 2021
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-160- 2.92% |
$68.6K - $76.4K
|
5.31K
$3.11M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-161- 6.01% |
$69K - $76.9K
|
2.52K
$1.48M
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-162- 6.36% |
$69.4K - $77.4K
|
2.39K
$1.4M
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-163- 0.31% |
$69.9K - $77.8K
|
51.7K
$30.3M
|
|
Feb 02, 2022
Q4 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-164- 4.27% |
$70.3K - $78.3K
|
3.68K
$2.16M
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-164- 1.78% |
$70.3K - $78.3K
|
9.06K
$5.31M
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-166- 15.37% |
$71.2K - $79.3K
|
914
$536K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 1.0% |
$71.6K - $79.7K
|
16.6K
$9.73M
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-167- 0.14% |
$71.6K - $79.7K
|
121K
$70.8M
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-169- 0.27% |
$72.4K - $80.7K
|
63K
$36.9M
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-169- 1.24% |
$72.4K - $80.7K
|
13.5K
$7.91M
|