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 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
18.3K+ 32.33% |
$7.83M - $8.72M
|
74.7K
$45.2M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.3KNew |
$7.82M - $8.71M
|
18.3K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.2K+ 4.24% |
$7.81M - $8.7M
|
448K
$271M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
17.9KNew |
$7.69M - $8.56M
|
17.9K
$10.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
17.9K+ 37.84% |
$7.65M - $8.53M
|
65K
$39.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17.8K+ 29.16% |
$7.65M - $8.52M
|
79K
$47.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
17.8K+ 469.48% |
$7.62M - $8.48M
|
21.6K
$13M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
17.6K+ 197.03% |
$7.56M - $8.43M
|
26.6K
$16.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.6K+ 38.64% |
$7.56M - $8.42M
|
63.3K
$38.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$7.55M - $8.42M
|
17.6K
$10.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
17.6KNew |
$7.52M - $8.38M
|
17.6K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
17.5KNew |
$7.5M - $8.36M
|
17.5K
$10.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
17.2K+ 8.24% |
$7.37M - $8.21M
|
226K
$136M
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
17.1K+ 75.48% |
$7.34M - $8.18M
|
39.8K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
17K+ 170.0% |
$7.29M - $8.12M
|
27K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17K+ 9.45% |
$7.29M - $8.12M
|
197K
$119M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$7.23M - $8.05M
|
16.9K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16.9K+ 174.04% |
$7.23M - $8.05M
|
26.5K
$16M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
16.9KNew |
$7.22M - $8.05M
|
16.9K
$10.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.8K+ 40.84% |
$7.18M - $8M
|
57.8K
$34.9M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
16.7KNew |
$7.14M - $7.95M
|
16.7K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16.7KNew |
$7.14M - $7.95M
|
16.7K
$10.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16.6K+ 86.12% |
$7.1M - $7.91M
|
35.8K
$21.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 258.55% |
$7.08M - $7.89M
|
22.9K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Rtw Investments, LP
New York, NY |
BUY
|
- |
16.5K+ 1.89% |
$7.07M - $7.87M
|
890K
$538M
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.1KNew |
$6.91M - $7.7M
|
16.1K
$9.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16.1K+ 4.55% |
$6.89M - $7.68M
|
370K
$223M
|
|
|
Jan 25, 2022
Q4 2021
|
Surience Private Wealth LLC
|
BUY
|
- |
16KNew |
$6.85M - $7.63M
|
16K
$9.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
15.9K+ 161.61% |
$6.82M - $7.59M
|
25.7K
$15.6M
|
|
|
Feb 07, 2022
Q4 2021
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
15.9KNew |
$6.82M - $7.59M
|
15.9K
$9.61M
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
15.9KNew |
$6.82M - $7.59M
|
15.9K
$9.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
15.7KNew |
$6.72M - $7.49M
|
15.7K
$9.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Todd Asset Management LLC
|
BUY
|
- |
15.5KNew |
$6.64M - $7.4M
|
15.5K
$9.36M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15.4K+ 23.82% |
$6.61M - $7.36M
|
80.2K
$48.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.4K+ 88.03% |
$6.58M - $7.33M
|
32.8K
$19.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.3KNew |
$6.57M - $7.32M
|
15.3K
$9.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.3K+ 39.27% |
$6.55M - $7.3M
|
54.2K
$32.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.1KNew |
$6.47M - $7.21M
|
15.1K
$9.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
15K+ 433.23% |
$6.45M - $7.18M
|
18.5K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
15KNew |
$6.45M - $7.18M
|
15K
$9.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
15KNew |
$6.43M - $7.16M
|
15K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
15KNew |
$6.43M - $7.16M
|
15K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
15K+ 9.3% |
$6.42M - $7.15M
|
176K
$106M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15KNew |
$6.41M - $7.14M
|
15K
$9.04M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
14.8K+ 7.3% |
$6.34M - $7.06M
|
217K
$131M
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
BUY
|
- |
14.7KNew |
$6.31M - $7.03M
|
14.7K
$8.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.7K+ 7.27% |
$6.29M - $7.01M
|
217K
$131M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
14.6K+ 52.78% |
$6.25M - $6.96M
|
42.2K
$25.5M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$6.17M - $6.87M
|
14.4K
$8.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
14.1KNew |
$6.05M - $6.74M
|
14.1K
$8.53M
|