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 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.23KNew |
$525K - $585K
|
1.23K
$646K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.22KNew |
$523K - $583K
|
1.22K
$643K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.22K+ 5.64% |
$522K - $582K
|
22.8K
$12M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.2KNew |
$515K - $573K
|
1.2K
$633K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
1.2KNew |
$514K - $573K
|
1.2K
$633K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.19KNew |
$512K - $570K
|
1.19K
$630K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.19KNew |
$512K - $570K
|
1.19K
$630K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$511K - $569K
|
1.19K
$628K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.19K+ 27.47% |
$510K - $568K
|
5.52K
$2.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.19K+ 0.96% |
$509K - $567K
|
125K
$66.1M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.18KNew |
$508K - $565K
|
1.18K
$624K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.18K+ 25.68% |
$507K - $564K
|
5.79K
$3.05M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.18K+ 2.66% |
$504K - $562K
|
45.4K
$23.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.17K+ 34.04% |
$503K - $561K
|
4.62K
$2.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.17KNew |
$502K - $559K
|
1.17K
$617K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$498K - $554K
|
1.16K
$612K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.15KNew |
$491K - $547K
|
1.15K
$604K
|
|
|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
1.14K+ 2.01% |
$488K - $543K
|
57.7K
$30.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.14K+ 208.81% |
$488K - $543K
|
1.68K
$887K
|
|
|
Feb 07, 2022
Q4 2021
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.14KNew |
$487K - $542K
|
1.14K
$599K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
1.13K+ 12.93% |
$484K - $539K
|
9.86K
$5.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.13K+ 0.49% |
$482K - $537K
|
231K
$122M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.12K+ 5.95% |
$480K - $535K
|
20K
$10.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.12K+ 7.0% |
$480K - $534K
|
17.1K
$9.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.12K+ 20.53% |
$480K - $534K
|
6.57K
$3.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
BUY
|
- |
1.12KNew |
$479K - $533K
|
1.12K
$589K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.11K+ 1.14% |
$477K - $531K
|
99.1K
$52.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.11K+ 3.67% |
$475K - $530K
|
31.3K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.1KNew |
$472K - $526K
|
1.1K
$581K
|
|
|
Feb 07, 2022
Q4 2021
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
1.1K+ 3.71% |
$472K - $525K
|
30.8K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.09KNew |
$469K - $522K
|
1.09K
$576K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.09K+ 14.6% |
$466K - $519K
|
8.54K
$4.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 7.29% |
$466K - $519K
|
16K
$8.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.08KNew |
$465K - $518K
|
1.08K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
1.08KNew |
$461K - $513K
|
1.08K
$567K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.06K+ 0.68% |
$454K - $506K
|
156K
$82.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$453K - $505K
|
1.06K
$557K
|
|
|
Feb 15, 2022
Q4 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.06K+ 76.48% |
$453K - $505K
|
2.44K
$1.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.05K+ 51.27% |
$451K - $502K
|
3.1K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 1.5% |
$450K - $501K
|
71.1K
$37.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.04KNew |
$448K - $498K
|
1.04K
$550K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.04K+ 1.88% |
$447K - $498K
|
56.5K
$29.8M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.04KNew |
$447K - $498K
|
1.04K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.04KNew |
$446K - $497K
|
1.04K
$549K
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
1.04KNew |
$445K - $496K
|
1.04K
$548K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
1.04K+ 12.0% |
$444K - $495K
|
9.67K
$5.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.04K+ 5.0% |
$444K - $494K
|
21.7K
$11.5M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.03K+ 3.38% |
$443K - $493K
|
31.6K
$16.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 3.55% |
$439K - $489K
|
29.9K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.03KNew |
$439K - $489K
|
1.03K
$540K
|