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 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-1.2K- 17.51% |
$514K - $573K
|
5.65K
$3.42M
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.2K- 0.71% |
$516K - $574K
|
169K
$102M
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-1.21K- 4.51% |
$520K - $579K
|
25.7K
$15.5M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.22K- 0.97% |
$522K - $581K
|
125K
$75.3M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.22KClosed |
$522K - $581K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.22K- 3.93% |
$522K - $582K
|
29.7K
$18M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.22K- 10.3% |
$523K - $582K
|
10.6K
$6.42M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.24K- 41.11% |
$532K - $593K
|
1.78K
$1.08M
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.28K- 2.77% |
$547K - $609K
|
44.8K
$27.1M
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.28K- 4.16% |
$549K - $611K
|
29.5K
$17.8M
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.28K- 10.69% |
$550K - $612K
|
10.7K
$6.47M
|
|
Feb 08, 2022
Q4 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.31K- 2.16% |
$563K - $627K
|
59.4K
$35.9M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.32K- 0.85% |
$566K - $631K
|
154K
$93.2M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.33K- 14.86% |
$571K - $636K
|
7.63K
$4.61M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.33K- 0.99% |
$571K - $636K
|
134K
$80.7M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.33K- 22.38% |
$571K - $636K
|
4.62K
$2.79M
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.35K- 19.63% |
$578K - $644K
|
5.52K
$3.34M
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.35K- 3.22% |
$580K - $646K
|
40.6K
$24.6M
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.36K- 17.65% |
$581K - $647K
|
6.32K
$3.82M
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 11.05% |
$591K - $658K
|
11.1K
$6.71M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.39K- 14.84% |
$596K - $664K
|
7.98K
$4.82M
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.41K- 3.39% |
$605K - $674K
|
40.3K
$24.3M
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.45K- 13.14% |
$621K - $691K
|
9.57K
$5.78M
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.46KClosed |
$626K - $697K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.47K- 2.49% |
$628K - $700K
|
57.4K
$34.7M
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.49K- 59.07% |
$637K - $709K
|
1.03K
$622K
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-1.49K- 4.96% |
$638K - $710K
|
28.5K
$17.2M
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.51K- 57.54% |
$648K - $721K
|
1.12K
$674K
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.51K- 19.21% |
$648K - $721K
|
6.36K
$3.84M
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.51K- 55.0% |
$649K - $722K
|
1.24K
$748K
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.54K- 5.65% |
$659K - $734K
|
25.7K
$15.5M
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-1.54K- 10.45% |
$660K - $735K
|
13.2K
$7.98M
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.55K- 9.1% |
$663K - $738K
|
15.4K
$9.33M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.55K- 49.03% |
$663K - $739K
|
1.61K
$972K
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.56K- 40.92% |
$668K - $744K
|
2.25K
$1.36M
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.57K- 10.47% |
$672K - $748K
|
13.4K
$8.1M
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.58K- 2.45% |
$676K - $753K
|
62.8K
$37.9M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.58K- 11.32% |
$677K - $754K
|
12.4K
$7.48M
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.6K- 2.09% |
$684K - $762K
|
74.6K
$45.1M
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.6K- 1.03% |
$687K - $765K
|
155K
$93.5M
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.61K- 2.1% |
$689K - $767K
|
75K
$45.3M
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.61K- 29.14% |
$690K - $768K
|
3.91K
$2.36M
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.62K- 1.79% |
$696K - $775K
|
89.2K
$53.9M
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1.66K- 33.73% |
$712K - $793K
|
3.26K
$1.97M
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.67K- 53.64% |
$716K - $798K
|
1.44K
$873K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.7K- 2.75% |
$728K - $811K
|
60K
$36.3M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 1.54% |
$731K - $814K
|
109K
$65.7M
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.71K- 6.97% |
$732K - $816K
|
22.8K
$13.8M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.71KClosed |
$734K - $817K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-1.73K- 6.49% |
$742K - $826K
|
24.9K
$15.1M
|