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 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.88K+ 3.07% |
$3.81M - $4.24M
|
298K
$180M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.85K+ 35.42% |
$3.79M - $4.23M
|
33.8K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8.8KNew |
$3.77M - $4.2M
|
8.8K
$5.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
8.69K+ 2.21% |
$3.72M - $4.15M
|
401K
$243M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
8.6K+ 32.79% |
$3.68M - $4.1M
|
34.8K
$21M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
8.52KNew |
$3.65M - $4.07M
|
8.52K
$5.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
8.5K+ 4.76% |
$3.65M - $4.06M
|
187K
$113M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
8.49KNew |
$3.64M - $4.05M
|
8.49K
$5.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.49KNew |
$3.64M - $4.05M
|
8.49K
$5.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8.48KNew |
$3.64M - $4.05M
|
8.48K
$5.12M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.48K+ 266.34% |
$3.63M - $4.05M
|
11.7K
$7.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.43KNew |
$3.61M - $4.03M
|
8.43K
$5.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.41K+ 8.04% |
$3.61M - $4.02M
|
113K
$68.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.39K+ 18.32% |
$3.6M - $4.01M
|
54.2K
$32.7M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
8.38KNew |
$3.59M - $4M
|
8.38K
$5.07M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
8.37K+ 43.01% |
$3.59M - $4M
|
27.8K
$16.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.34K+ 66.37% |
$3.57M - $3.98M
|
20.9K
$12.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.29K+ 3.01% |
$3.55M - $3.96M
|
283K
$171M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.28KNew |
$3.55M - $3.95M
|
8.28K
$5M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
8.22K+ 5.25% |
$3.52M - $3.92M
|
165K
$99.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
8.21K+ 21.74% |
$3.52M - $3.92M
|
45.9K
$27.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
8.12KNew |
$3.48M - $3.88M
|
8.12K
$4.91M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.08K+ 63.83% |
$3.46M - $3.86M
|
20.7K
$12.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.97KNew |
$3.41M - $3.8M
|
7.97K
$4.81M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
7.94KNew |
$3.4M - $3.79M
|
7.94K
$4.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7.76K+ 123.51% |
$3.33M - $3.71M
|
14.1K
$8.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.76K+ 13.07% |
$3.33M - $3.71M
|
67.2K
$40.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.72KNew |
$3.31M - $3.69M
|
7.72K
$4.67M
|
|
|
Mar 04, 2022
Q4 2021
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
7.67KNew |
$3.29M - $3.66M
|
7.67K
$4.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.58K+ 8.83% |
$3.25M - $3.62M
|
93.5K
$56.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
7.57K+ 17.36% |
$3.25M - $3.62M
|
51.2K
$30.9M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.56KNew |
$3.24M - $3.61M
|
7.56K
$4.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.55KNew |
$3.23M - $3.6M
|
7.55K
$4.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
7.54K+ 217.17% |
$3.23M - $3.6M
|
11K
$6.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.51K+ 2.39% |
$3.22M - $3.59M
|
322K
$194M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
7.5K+ 63.7% |
$3.21M - $3.58M
|
19.3K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.47K+ 599.36% |
$3.2M - $3.57M
|
8.72K
$5.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
7.47K+ 103.59% |
$3.2M - $3.57M
|
14.7K
$8.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.47K+ 9.08% |
$3.2M - $3.57M
|
89.8K
$54.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
7.46K+ 227.99% |
$3.2M - $3.56M
|
10.7K
$6.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
7.46K+ 0.74% |
$3.2M - $3.56M
|
1.01M
$610M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.43K+ 18.87% |
$3.19M - $3.55M
|
46.8K
$28.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.42K+ 6.87% |
$3.18M - $3.54M
|
115K
$69.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7.39KNew |
$3.17M - $3.53M
|
7.39K
$4.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
7.36K+ 366.95% |
$3.16M - $3.51M
|
9.37K
$5.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
7.27KNew |
$3.11M - $3.47M
|
7.27K
$4.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.25K+ 47.58% |
$3.11M - $3.46M
|
22.5K
$13.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.2K+ 33.14% |
$3.09M - $3.44M
|
28.9K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.15K+ 30.63% |
$3.06M - $3.41M
|
30.5K
$18.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.15K+ 291.55% |
$3.06M - $3.41M
|
9.6K
$5.8M
|