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 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-221- 1.75% |
$94.7K - $106K
|
12.4K
$7.49M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-222- 2.42% |
$95.2K - $106K
|
8.97K
$5.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-223- 2.43% |
$95.6K - $106K
|
8.97K
$5.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-224- 8.23% |
$96K - $107K
|
2.5K
$1.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Wind River Trust CO
|
SELL
|
- |
-225- 0.36% |
$96.4K - $107K
|
62.3K
$37.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-227- 0.22% |
$97.3K - $108K
|
104K
$62.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-228- 0.99% |
$97.7K - $109K
|
22.8K
$13.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-228- 6.02% |
$97.7K - $109K
|
3.56K
$2.15M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-229- 0.44% |
$98.2K - $109K
|
52.3K
$31.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-229- 8.92% |
$98.2K - $109K
|
2.34K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-229- 0.07% |
$98.2K - $109K
|
311K
$188M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-230- 1.98% |
$98.6K - $110K
|
11.4K
$6.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-230- 9.04% |
$98.6K - $110K
|
2.32K
$1.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-230- 0.97% |
$98.6K - $110K
|
23.6K
$14.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-230- 2.6% |
$98.6K - $110K
|
8.63K
$5.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-231Closed |
$99K - $110K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-233- 0.32% |
$99.9K - $111K
|
72.9K
$44.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-236- 1.4% |
$101K - $113K
|
16.6K
$10M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-236- 0.95% |
$101K - $113K
|
24.6K
$14.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-236- 0.96% |
$101K - $113K
|
24.4K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-242- 1.51% |
$104K - $116K
|
15.8K
$9.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-248- 13.6% |
$106K - $118K
|
1.58K
$952K
|
|
|
Feb 08, 2022
Q4 2021
|
Kidder Stephen W
|
SELL
|
- |
-250- 7.58% |
$107K - $119K
|
3.05K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-250- 1.57% |
$107K - $119K
|
15.7K
$9.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-250- 23.15% |
$107K - $119K
|
830
$502K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-250- 10.97% |
$107K - $119K
|
2.03K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-251- 1.13% |
$108K - $120K
|
22K
$13.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-253- 4.85% |
$108K - $121K
|
4.97K
$3M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-253- 4.85% |
$108K - $121K
|
4.97K
$3M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-255- 53.01% |
$109K - $122K
|
226
$137K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-256- 5.81% |
$110K - $122K
|
4.15K
$2.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-256- 2.55% |
$110K - $122K
|
9.8K
$5.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-256- 0.99% |
$110K - $122K
|
25.7K
$15.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-256- 32.78% |
$110K - $122K
|
525
$317K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-257- 3.56% |
$110K - $123K
|
6.97K
$4.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-258- 2.67% |
$111K - $123K
|
9.4K
$5.68M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-260- 0.35% |
$111K - $124K
|
73.6K
$44.5M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-260- 0.35% |
$111K - $124K
|
73.6K
$44.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-266Closed |
$114K - $127K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-270- 10.15% |
$116K - $129K
|
2.39K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-271- 0.67% |
$116K - $129K
|
40.4K
$24.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-271- 11.1% |
$116K - $129K
|
2.17K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-272- 7.55% |
$117K - $130K
|
3.33K
$2.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-273- 5.37% |
$117K - $130K
|
4.81K
$2.91M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-273- 18.52% |
$117K - $130K
|
1.2K
$726K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-273- 18.52% |
$117K - $130K
|
1.2K
$726K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-275- 6.37% |
$118K - $131K
|
4.05K
$2.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-275- 2.44% |
$118K - $131K
|
11K
$6.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-280- 3.24% |
$120K - $134K
|
8.35K
$5.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-280- 7.93% |
$120K - $134K
|
3.25K
$1.97M
|