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 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-921- 3.01% |
$395K - $440K
|
29.7K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.86% |
$395K - $440K
|
48.7K
$29.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-924- 27.5% |
$396K - $441K
|
2.44K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-925- 7.18% |
$396K - $442K
|
12K
$7.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-925- 2.03% |
$396K - $442K
|
44.7K
$27M
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-933- 11.06% |
$400K - $445K
|
7.51K
$4.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-951- 4.5% |
$408K - $454K
|
20.2K
$12.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-951- 12.44% |
$408K - $454K
|
6.69K
$4.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-959- 3.18% |
$411K - $458K
|
29.2K
$17.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-969- 1.65% |
$415K - $463K
|
57.6K
$34.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-988- 50.36% |
$423K - $472K
|
974
$589K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-992- 36.09% |
$425K - $474K
|
1.76K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1K- 56.56% |
$429K - $477K
|
768
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-1KClosed |
$429K - $477K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.01K- 2.28% |
$431K - $480K
|
43.1K
$26.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.02K- 15.43% |
$435K - $485K
|
5.57K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.03K- 0.72% |
$439K - $489K
|
141K
$85.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.03K- 3.11% |
$443K - $493K
|
32.2K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.04K- 2.27% |
$445K - $496K
|
44.7K
$27M
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.04K- 6.8% |
$446K - $497K
|
14.3K
$8.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.04K- 3.71% |
$447K - $498K
|
27K
$16.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-1.05K- 1.19% |
$451K - $502K
|
86.9K
$52.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.06K- 44.25% |
$454K - $506K
|
1.33K
$806K
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.07KClosed |
$460K - $512K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.69% |
$460K - $512K
|
15K
$9.04M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 3.8% |
$460K - $512K
|
27.2K
$16.4M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.08K- 61.23% |
$462K - $514K
|
682
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.08K- 7.77% |
$463K - $515K
|
12.8K
$7.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 1.13% |
$466K - $519K
|
94.8K
$57.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.11K- 17.85% |
$476K - $530K
|
5.11K
$3.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.12K- 12.8% |
$478K - $532K
|
7.6K
$4.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 1.55% |
$480K - $535K
|
71.3K
$43.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 10.16% |
$483K - $538K
|
9.96K
$6.02M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 10.16% |
$483K - $538K
|
9.96K
$6.02M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-1.13K- 40.83% |
$485K - $540K
|
1.64K
$990K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-1.13K- 9.28% |
$485K - $541K
|
11.1K
$6.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.13KClosed |
$486K - $541K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 8.14% |
$489K - $544K
|
12.9K
$7.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.14K- 8.93% |
$489K - $545K
|
11.6K
$7.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 3.62% |
$492K - $548K
|
30.6K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-1.15K- 3.77% |
$493K - $549K
|
29.4K
$17.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.16K- 0.63% |
$497K - $554K
|
183K
$111M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 7.05% |
$498K - $555K
|
15.3K
$9.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.17K- 1.63% |
$499K - $556K
|
70.5K
$42.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 7.36% |
$500K - $557K
|
14.7K
$8.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.17K- 1.48% |
$501K - $558K
|
77.7K
$47M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.18K- 30.82% |
$505K - $563K
|
2.65K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.18KClosed |
$507K - $565K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-1.19K- 4.69% |
$509K - $567K
|
24.1K
$14.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.19K- 3.54% |
$511K - $570K
|
32.5K
$19.7M
|