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 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-283- 3.64% |
$121K - $135K
|
7.48K
$4.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-285- 0.11% |
$122K - $136K
|
259K
$157M
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-285- 2.16% |
$122K - $136K
|
12.9K
$7.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-286- 0.12% |
$123K - $137K
|
244K
$148M
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-287- 7.45% |
$123K - $137K
|
3.57K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-287- 1.21% |
$123K - $137K
|
23.5K
$14.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-288- 3.5% |
$123K - $138K
|
7.93K
$4.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-289- 8.21% |
$124K - $138K
|
3.23K
$1.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-289- 5.14% |
$124K - $138K
|
5.33K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-290- 1.55% |
$124K - $138K
|
18.4K
$11.1M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-293- 33.6% |
$126K - $140K
|
579
$350K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-300- 24.98% |
$129K - $143K
|
901
$544K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-300- 60.0% |
$129K - $143K
|
200
$121K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-300- 2.63% |
$129K - $143K
|
11.1K
$6.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-302- 2.34% |
$129K - $144K
|
12.6K
$7.61M
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-303- 5.17% |
$130K - $145K
|
5.56K
$3.36M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-305- 0.75% |
$131K - $146K
|
40.5K
$24.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-308- 4.44% |
$132K - $147K
|
6.63K
$4.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-310- 8.91% |
$133K - $148K
|
3.17K
$1.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-314- 17.87% |
$135K - $150K
|
1.44K
$872K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-314- 0.91% |
$135K - $150K
|
34.4K
$20.8M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-314- 34.06% |
$135K - $150K
|
608
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-319- 3.74% |
$137K - $152K
|
8.2K
$4.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-320- 7.04% |
$137K - $153K
|
4.22K
$2.55M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-322- 1.59% |
$138K - $154K
|
19.9K
$12M
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-322- 42.26% |
$138K - $154K
|
440
$266K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-324Closed |
$139K - $155K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-324- 0.65% |
$139K - $155K
|
49.6K
$29.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-325- 4.07% |
$139K - $155K
|
7.66K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-325- 1.68% |
$139K - $155K
|
19K
$11.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-325- 16.41% |
$139K - $155K
|
1.66K
$1M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-325- 34.83% |
$139K - $155K
|
608
$367K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-326- 12.44% |
$140K - $156K
|
2.3K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-330- 3.21% |
$141K - $158K
|
9.95K
$6.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-330- 3.36% |
$141K - $158K
|
9.49K
$5.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-332- 2.53% |
$142K - $159K
|
12.8K
$7.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-333- 0.67% |
$143K - $159K
|
49K
$29.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Sitrin Capital Management LLC
|
SELL
|
- |
-335- 2.95% |
$144K - $160K
|
11K
$6.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-336- 4.73% |
$144K - $160K
|
6.77K
$4.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-337- 7.74% |
$144K - $161K
|
4.02K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-344- 2.72% |
$147K - $164K
|
12.3K
$7.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-353- 29.44% |
$151K - $169K
|
846
$511K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-356- 2.82% |
$153K - $170K
|
12.3K
$7.41M
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-356- 5.35% |
$153K - $170K
|
6.3K
$3.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-358- 7.68% |
$153K - $171K
|
4.31K
$2.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-359- 2.54% |
$154K - $171K
|
13.8K
$8.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-360- 13.09% |
$154K - $172K
|
2.39K
$1.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-364- 2.46% |
$156K - $174K
|
14.4K
$8.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-365- 11.63% |
$156K - $174K
|
2.77K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-365- 6.32% |
$156K - $174K
|
5.41K
$3.27M
|