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 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.1K+ 18.46% |
$6.05M - $6.74M
|
90.5K
$54.7M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 134.47% |
$5.94M - $6.62M
|
24.2K
$14.6M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.7KNew |
$5.89M - $6.56M
|
13.7K
$8.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
13.7K+ 44.38% |
$5.85M - $6.52M
|
44.4K
$26.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
13.5K+ 600.0% |
$5.81M - $6.47M
|
15.8K
$9.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13.5KNew |
$5.8M - $6.46M
|
13.5K
$8.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
13.5KNew |
$5.8M - $6.46M
|
13.5K
$8.18M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$5.79M - $6.45M
|
13.5K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
13.4K+ 31.26% |
$5.73M - $6.38M
|
56.1K
$33.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13.4K+ 53.86% |
$5.72M - $6.38M
|
38.2K
$23.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
13.1K+ 1.69% |
$5.62M - $6.26M
|
791K
$478M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.1K+ 12.72% |
$5.6M - $6.24M
|
116K
$70M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13K+ 2.11% |
$5.57M - $6.21M
|
629K
$380M
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
13K+ 79.77% |
$5.57M - $6.21M
|
29.3K
$17.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
12.9K+ 47.19% |
$5.55M - $6.18M
|
40.4K
$24.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.9K+ 10.91% |
$5.54M - $6.17M
|
131K
$79.4M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.7K+ 13.12% |
$5.45M - $6.07M
|
110K
$66.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
12.7KNew |
$5.44M - $6.06M
|
12.7K
$7.67M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12.7KNew |
$5.43M - $6.04M
|
12.7K
$7.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.6KNew |
$5.42M - $6.04M
|
12.6K
$7.64M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
12.6K+ 501.6% |
$5.38M - $5.99M
|
15.1K
$9.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12.5KNew |
$5.36M - $5.97M
|
12.5K
$7.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
12.5K+ 23.8% |
$5.36M - $5.97M
|
65K
$39.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
12.4K+ 1720.61% |
$5.33M - $5.94M
|
13.2K
$7.95M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.3KNew |
$5.25M - $5.85M
|
12.3K
$7.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
12.2K+ 17.93% |
$5.23M - $5.83M
|
80.3K
$48.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
12.1K+ 1.77% |
$5.19M - $5.78M
|
696K
$421M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.1K+ 4.57% |
$5.18M - $5.77M
|
276K
$167M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
12.1KNew |
$5.17M - $5.76M
|
12.1K
$7.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.9KNew |
$5.11M - $5.7M
|
11.9K
$7.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.9K+ 37.36% |
$5.11M - $5.69M
|
43.8K
$26.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.9KNew |
$5.11M - $5.69M
|
11.9K
$7.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
11.9KNew |
$5.1M - $5.68M
|
11.9K
$7.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.9K+ 141.01% |
$5.08M - $5.66M
|
20.3K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 1.44% |
$5.06M - $5.64M
|
830K
$501M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
11.7KNew |
$5.01M - $5.58M
|
11.7K
$7.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
11.7K+ 6.99% |
$5M - $5.57M
|
178K
$108M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
11.7K+ 2.17% |
$5M - $5.57M
|
549K
$332M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.6KNew |
$4.99M - $5.56M
|
11.6K
$7.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
11.5KNew |
$4.93M - $5.5M
|
11.5K
$6.95M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11.5KNew |
$4.93M - $5.49M
|
11.5K
$6.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
11.4KNew |
$4.9M - $5.46M
|
11.4K
$6.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
11.4K+ 58.71% |
$4.89M - $5.45M
|
30.8K
$18.6M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.3K+ 2.06% |
$4.84M - $5.39M
|
560K
$338M
|
|
|
Jan 25, 2022
Q4 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
11.3K+ 2.48% |
$4.84M - $5.39M
|
467K
$282M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.2KNew |
$4.81M - $5.36M
|
11.2K
$6.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 6.93% |
$4.81M - $5.35M
|
173K
$105M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
11.1K+ 75.87% |
$4.77M - $5.32M
|
25.8K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.1K+ 10.56% |
$4.77M - $5.31M
|
116K
$70.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.1KNew |
$4.76M - $5.3M
|
11.1K
$6.71M
|