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
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.5K- 10.17% |
$1.5M - $1.67M
|
30.9K
$18.7M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.53KClosed |
$1.51M - $1.68M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.54K- 22.03% |
$1.52M - $1.69M
|
12.5K
$7.57M
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-3.55K- 3.67% |
$1.52M - $1.7M
|
93.3K
$56.4M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.59K- 1.27% |
$1.54M - $1.71M
|
279K
$169M
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 73.73% |
$1.54M - $1.72M
|
1.28K
$773K
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.64KClosed |
$1.56M - $1.74M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.66K- 1.95% |
$1.57M - $1.75M
|
184K
$111M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
SELL
|
- |
-3.67K- 3.0% |
$1.57M - $1.75M
|
119K
$71.7M
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.68K- 20.54% |
$1.58M - $1.76M
|
14.2K
$8.61M
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.69K- 13.99% |
$1.58M - $1.76M
|
22.7K
$13.7M
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-3.7K- 3.72% |
$1.58M - $1.77M
|
95.8K
$57.9M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.72K- 3.29% |
$1.59M - $1.77M
|
109K
$66M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.75K- 4.26% |
$1.61M - $1.79M
|
84.2K
$50.9M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.79KClosed |
$1.62M - $1.81M
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-3.79K- 1.73% |
$1.62M - $1.81M
|
215K
$130M
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.8K- 81.4% |
$1.63M - $1.82M
|
869
$525K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.83K- 40.21% |
$1.64M - $1.83M
|
5.69K
$3.44M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.84K- 20.32% |
$1.65M - $1.83M
|
15.1K
$9.1M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.87K- 2.26% |
$1.66M - $1.85M
|
167K
$101M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.87K- 2.11% |
$1.66M - $1.85M
|
179K
$108M
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.88K- 1.66% |
$1.66M - $1.85M
|
230K
$139M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.88K- 2.77% |
$1.66M - $1.85M
|
136K
$82.3M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.89K- 2.3% |
$1.67M - $1.86M
|
165K
$99.8M
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-3.9K- 34.22% |
$1.67M - $1.86M
|
7.5K
$4.53M
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4K- 17.57% |
$1.72M - $1.91M
|
18.8K
$11.3M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.01K- 8.85% |
$1.72M - $1.92M
|
41.3K
$25M
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.05K- 4.71% |
$1.73M - $1.93M
|
81.8K
$49.4M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.07K- 28.27% |
$1.74M - $1.94M
|
10.3K
$6.24M
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-4.1K- 19.67% |
$1.76M - $1.96M
|
16.7K
$10.1M
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.11KClosed |
$1.76M - $1.96M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.12K- 48.68% |
$1.77M - $1.97M
|
4.34K
$2.62M
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-4.15K- 3.39% |
$1.78M - $1.98M
|
118K
$71.4M
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.15K- 36.54% |
$1.78M - $1.98M
|
7.2K
$4.35M
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-4.23K- 9.07% |
$1.81M - $2.02M
|
42.4K
$25.6M
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.35K- 6.37% |
$1.86M - $2.08M
|
63.9K
$38.6M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.36K- 5.46% |
$1.87M - $2.08M
|
75.5K
$45.6M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.43K- 2.35% |
$1.9M - $2.12M
|
185K
$112M
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.51KClosed |
$1.93M - $2.15M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-4.56K- 62.67% |
$1.95M - $2.18M
|
2.72K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.59K- 48.05% |
$1.97M - $2.19M
|
4.97K
$3M
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-4.65K- 9.76% |
$1.99M - $2.22M
|
43K
$26M
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-4.65K- 3.49% |
$1.99M - $2.22M
|
129K
$77.7M
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-4.67K- 79.33% |
$2M - $2.23M
|
1.22K
$735K
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.72KClosed |
$2.02M - $2.25M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.72K- 34.22% |
$2.02M - $2.26M
|
9.08K
$5.49M
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.86K- 3.78% |
$2.08M - $2.32M
|
124K
$74.7M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-4.87K- 14.62% |
$2.09M - $2.32M
|
28.4K
$17.2M
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.95K- 5.16% |
$2.12M - $2.36M
|
91K
$55M
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.01KClosed |
$2.15M - $2.39M
|
0
$0
|