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 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-480Closed |
$206K - $229K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-483- 11.94% |
$207K - $231K
|
3.56K
$2.15M
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-483- 51.55% |
$207K - $231K
|
454
$274K
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-485- 9.2% |
$208K - $232K
|
4.79K
$2.89M
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-487- 11.81% |
$209K - $233K
|
3.64K
$2.2M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-488- 20.92% |
$209K - $233K
|
1.85K
$1.11M
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-490- 2.78% |
$210K - $234K
|
17.1K
$10.4M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-490- 0.51% |
$210K - $234K
|
95K
$57.4M
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-492- 2.83% |
$211K - $235K
|
16.9K
$10.2M
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-497Closed |
$213K - $237K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-498- 3.83% |
$213K - $238K
|
12.5K
$7.55M
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-500- 25.54% |
$214K - $239K
|
1.46K
$881K
|
|
Feb 09, 2022
Q4 2021
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-500- 2.0% |
$214K - $239K
|
24.5K
$14.8M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-500- 3.34% |
$214K - $239K
|
14.5K
$8.75M
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-504- 7.49% |
$216K - $241K
|
6.23K
$3.76M
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-506- 1.97% |
$217K - $242K
|
25.2K
$15.3M
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-510- 14.52% |
$219K - $244K
|
3K
$1.81M
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-514- 0.22% |
$220K - $245K
|
230K
$139M
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-515- 4.07% |
$221K - $246K
|
12.2K
$7.34M
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-515- 6.64% |
$221K - $246K
|
7.25K
$4.38M
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-527Closed |
$226K - $252K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-534- 3.32% |
$229K - $255K
|
15.5K
$9.39M
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-535- 1.12% |
$229K - $255K
|
47.1K
$28.4M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-537- 5.17% |
$230K - $256K
|
9.86K
$5.96M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-543Closed |
$233K - $259K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-549- 3.5% |
$235K - $262K
|
15.1K
$9.15M
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-552- 7.0% |
$237K - $264K
|
7.33K
$4.43M
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-552- 9.11% |
$237K - $264K
|
5.5K
$3.33M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-555- 2.43% |
$238K - $265K
|
22.3K
$13.5M
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-557- 2.31% |
$239K - $266K
|
23.6K
$14.3M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-559Closed |
$240K - $267K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-562Closed |
$241K - $268K
|
0
$0
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-563- 0.56% |
$241K - $269K
|
99.6K
$60.2M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-563- 2.33% |
$241K - $269K
|
23.6K
$14.3M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-563- 1.91% |
$241K - $269K
|
28.8K
$17.4M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-569- 7.7% |
$244K - $272K
|
6.82K
$4.12M
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
SELL
|
- |
-571- 4.02% |
$245K - $273K
|
13.6K
$8.23M
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-576Closed |
$247K - $275K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-577- 2.83% |
$247K - $276K
|
19.8K
$12M
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-580- 3.17% |
$249K - $277K
|
17.7K
$10.7M
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-582- 12.86% |
$249K - $278K
|
3.94K
$2.38M
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-585- 1.71% |
$251K - $279K
|
33.6K
$20.3M
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-589- 2.62% |
$252K - $281K
|
21.9K
$13.2M
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-591- 44.54% |
$253K - $282K
|
736
$445K
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-596- 9.85% |
$255K - $285K
|
5.45K
$3.29M
|
|
Jan 31, 2022
Q4 2021
|
Strategic Investment Management, LLC
|
SELL
|
- |
-600- 51.28% |
$257K - $286K
|
570
$344K
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-600- 3.28% |
$257K - $286K
|
17.7K
$10.7M
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
SELL
|
- |
-601- 2.27% |
$258K - $287K
|
25.9K
$15.6M
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-605Closed |
$259K - $289K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-605- 1.33% |
$259K - $289K
|
44.8K
$27.1M
|