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 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-370- 34.87% |
$159K - $177K
|
691
$418K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-371- 5.51% |
$159K - $177K
|
6.37K
$3.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-375- 6.08% |
$161K - $179K
|
5.79K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-376- 38.56% |
$161K - $180K
|
599
$362K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-382- 1.69% |
$164K - $182K
|
22.3K
$13.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-383- 2.7% |
$164K - $183K
|
13.8K
$8.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-383- 1.87% |
$164K - $183K
|
20.1K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-385- 6.35% |
$165K - $184K
|
5.67K
$3.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-390- 19.96% |
$167K - $186K
|
1.56K
$945K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-390- 1.07% |
$167K - $186K
|
36K
$21.7M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-390- 10.62% |
$167K - $186K
|
3.28K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-397- 3.43% |
$170K - $190K
|
11.2K
$6.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-397- 0.15% |
$170K - $190K
|
269K
$163M
|
|
|
Feb 14, 2022
Q4 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-400- 8.0% |
$171K - $191K
|
4.6K
$2.78M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-401- 1.66% |
$172K - $191K
|
23.7K
$14.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-403- 0.76% |
$173K - $192K
|
52.3K
$31.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-403- 3.31% |
$173K - $192K
|
11.8K
$7.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-408- 3.01% |
$175K - $195K
|
13.2K
$7.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-408- 1.79% |
$175K - $195K
|
22.4K
$13.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-413- 1.67% |
$177K - $197K
|
24.3K
$14.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-413- 0.9% |
$177K - $197K
|
45.3K
$27.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-414- 2.29% |
$177K - $198K
|
17.6K
$10.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-415- 11.97% |
$178K - $198K
|
3.05K
$1.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-419- 5.87% |
$180K - $200K
|
6.72K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-424- 1.7% |
$182K - $202K
|
24.5K
$14.8M
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-425- 1.34% |
$182K - $203K
|
31.2K
$18.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-435- 1.42% |
$186K - $208K
|
30.2K
$18.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-437- 0.38% |
$187K - $209K
|
115K
$69.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-438- 2.52% |
$188K - $209K
|
17K
$10.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-440- 1.63% |
$189K - $210K
|
26.5K
$16M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-443- 13.14% |
$190K - $212K
|
2.93K
$1.77M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-446- 0.9% |
$191K - $213K
|
49.1K
$29.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-448- 14.5% |
$192K - $214K
|
2.64K
$1.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-449- 0.52% |
$192K - $214K
|
86.2K
$52.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-449- 12.91% |
$192K - $214K
|
3.03K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-450- 20.86% |
$193K - $215K
|
1.71K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-450- 1.3% |
$193K - $215K
|
34.2K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-453- 2.84% |
$194K - $216K
|
15.5K
$9.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-454- 20.84% |
$195K - $217K
|
1.73K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-454- 27.38% |
$195K - $217K
|
1.2K
$728K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-456- 2.08% |
$195K - $218K
|
21.5K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-460- 0.16% |
$197K - $220K
|
295K
$178M
|
|
|
Feb 11, 2022
Q4 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-462- 12.54% |
$198K - $221K
|
3.22K
$1.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-463- 3.87% |
$198K - $221K
|
11.5K
$6.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-465- 26.66% |
$199K - $222K
|
1.28K
$773K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-466- 3.12% |
$200K - $223K
|
14.5K
$8.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-467- 2.22% |
$200K - $223K
|
20.6K
$12.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-468- 4.44% |
$201K - $223K
|
10.1K
$6.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-470Closed |
$201K - $224K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-474Closed |
$203K - $226K
|
0
$0
|