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 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-169- 1.24% |
$72.4K - $80.7K
|
13.5K
$7.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-170- 0.72% |
$72.9K - $81.2K
|
23.4K
$13.7M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-170- 1.67% |
$72.9K - $81.2K
|
10K
$5.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-170- 4.6% |
$72.9K - $81.2K
|
3.53K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-170- 0.36% |
$72.9K - $81.2K
|
47.5K
$27.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-171- 2.51% |
$73.3K - $81.6K
|
6.65K
$3.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Capco Asset Management, LLC
|
SELL
|
- |
-174Closed |
$74.6K - $83.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-175- 0.35% |
$75K - $83.6K
|
50.3K
$29.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-176- 1.98% |
$75.4K - $84K
|
8.72K
$5.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-176- 1.74% |
$75.4K - $84K
|
9.94K
$5.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-177- 1.97% |
$75.9K - $84.5K
|
8.8K
$5.16M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-182- 1.12% |
$78K - $86.9K
|
16K
$9.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-183- 10.39% |
$78.4K - $87.4K
|
1.58K
$925K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-184- 4.67% |
$78.9K - $87.9K
|
3.76K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-185- 2.33% |
$79.3K - $88.3K
|
7.75K
$4.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-187- 1.37% |
$80.2K - $89.3K
|
13.4K
$7.87M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-188- 43.72% |
$80.6K - $89.8K
|
242
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-190- 3.36% |
$81.4K - $90.7K
|
5.47K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-191- 4.14% |
$81.9K - $91.2K
|
4.42K
$2.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-192- 1.59% |
$82.3K - $91.7K
|
11.9K
$6.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-194- 5.81% |
$83.2K - $92.6K
|
3.15K
$1.84M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-195- 5.48% |
$83.6K - $93.1K
|
3.36K
$1.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-195- 5.59% |
$83.6K - $93.1K
|
3.3K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-196- 3.4% |
$84K - $93.6K
|
5.57K
$3.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-196- 2.42% |
$84K - $93.6K
|
7.89K
$4.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-198- 13.25% |
$84.9K - $94.5K
|
1.3K
$760K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-198- 5.14% |
$84.9K - $94.5K
|
3.65K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-200- 8.02% |
$85.7K - $95.5K
|
2.3K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-200- 0.79% |
$85.7K - $95.5K
|
25.2K
$14.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-201- 0.77% |
$86.2K - $96K
|
26K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-201- 3.16% |
$86.2K - $96K
|
6.16K
$3.61M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-203- 1.39% |
$87K - $96.9K
|
14.4K
$8.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-203- 0.76% |
$87K - $96.9K
|
26.4K
$15.5M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 2.37% |
$87.4K - $97.4K
|
8.4K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-207- 0.49% |
$88.7K - $98.8K
|
42.1K
$24.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-209- 0.46% |
$89.6K - $99.8K
|
44.8K
$26.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-209- 0.59% |
$89.6K - $99.8K
|
35.1K
$20.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-210- 1.23% |
$90K - $100K
|
16.9K
$9.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-210- 4.13% |
$90K - $100K
|
4.87K
$2.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-212- 2.03% |
$90.9K - $101K
|
10.2K
$5.99M
|
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
SELL
|
- |
-212- 1.47% |
$90.9K - $101K
|
14.2K
$8.34M
|
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-213- 3.69% |
$91.3K - $102K
|
5.56K
$3.26M
|
|
|
May 15, 2023
Q4 2021
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-213- 8.28% |
$91.3K - $102K
|
2.36K
$1.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-214- 3.43% |
$91.7K - $102K
|
6.02K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-214- 2.92% |
$91.7K - $102K
|
7.1K
$4.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-215- 13.85% |
$92.2K - $103K
|
1.34K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-216- 17.81% |
$92.6K - $103K
|
997
$585K
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-217- 1.34% |
$93K - $104K
|
16K
$9.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-219- 4.06% |
$93.9K - $105K
|
5.17K
$3.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-220- 7.82% |
$94.3K - $105K
|
2.59K
$1.52M
|