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 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
41+ 3.06% |
$17.6K - $19.6K
|
1.38K
$831K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
40+ 0.27% |
$17.1K - $19.1K
|
14.9K
$8.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
39+ 0.31% |
$16.7K - $18.6K
|
12.7K
$7.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
BUY
|
- |
39+ 2.77% |
$16.7K - $18.6K
|
1.45K
$869K
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
39+ 4.77% |
$16.7K - $18.6K
|
856
$514K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
38+ 0.39% |
$16.3K - $18.1K
|
9.76K
$5.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
37+ 3.1% |
$15.9K - $17.7K
|
1.23K
$740K
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
37+ 7.05% |
$15.9K - $17.7K
|
562
$338K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
37+ 0.31% |
$15.9K - $17.7K
|
11.8K
$7.08M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
37+ 0.73% |
$15.9K - $17.7K
|
5.08K
$3.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
37+ 6.05% |
$15.9K - $17.7K
|
649
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
36+ 2.09% |
$15.4K - $17.2K
|
1.76K
$1.06M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
36+ 5.25% |
$15.4K - $17.2K
|
722
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
36+ 2.28% |
$15.4K - $17.2K
|
1.62K
$971K
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
35+ 0.83% |
$15K - $16.7K
|
4.25K
$2.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
35+ 2.85% |
$15K - $16.7K
|
1.27K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
35New |
$15K - $16.7K
|
35
$21K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
35+ 0.66% |
$15K - $16.7K
|
5.38K
$3.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
35+ 0.42% |
$15K - $16.7K
|
8.28K
$4.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 0.57% |
$15K - $16.7K
|
6.16K
$3.7M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
35+ 1.41% |
$15K - $16.7K
|
2.51K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33+ 1.29% |
$14.1K - $15.8K
|
2.59K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
32+ 0.71% |
$13.7K - $15.3K
|
4.56K
$2.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
31+ 1.55% |
$13.3K - $14.8K
|
2.04K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
30+ 5.88% |
$12.9K - $14.3K
|
540
$324K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
29+ 1.76% |
$12.4K - $13.8K
|
1.68K
$1.01M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
29+ 0.74% |
$12.4K - $13.8K
|
3.97K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
29+ 0.89% |
$12.4K - $13.8K
|
3.29K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 0.1% |
$12.4K - $13.8K
|
29.5K
$17.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28New |
$12K - $13.4K
|
28
$16.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
28+ 3.85% |
$12K - $13.4K
|
755
$454K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
27+ 1.79% |
$11.6K - $12.9K
|
1.53K
$920K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
26+ 0.3% |
$11.1K - $12.4K
|
8.63K
$5.19M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
26+ 1.44% |
$11.1K - $12.4K
|
1.84K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
26+ 0.46% |
$11.1K - $12.4K
|
5.72K
$3.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
25+ 3.48% |
$10.7K - $11.9K
|
743
$446K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
24+ 1.85% |
$10.3K - $11.5K
|
1.32K
$795K
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
24+ 2.85% |
$10.3K - $11.5K
|
867
$521K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24+ 2.47% |
$10.3K - $11.5K
|
995
$598K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
24+ 0.31% |
$10.3K - $11.5K
|
7.81K
$4.69M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24+ 0.07% |
$10.3K - $11.5K
|
34.7K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
24+ 2.45% |
$10.3K - $11.5K
|
1.01K
$604K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
23+ 0.12% |
$9.86K - $11K
|
19.9K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
23+ 0.39% |
$9.86K - $11K
|
5.86K
$3.52M
|
|
|
Jan 20, 2022
Q4 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
23+ 0.3% |
$9.86K - $11K
|
7.79K
$4.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
23+ 0.08% |
$9.86K - $11K
|
29.8K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
22+ 0.31% |
$9.43K - $10.5K
|
7.17K
$4.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
22+ 0.57% |
$9.43K - $10.5K
|
3.89K
$2.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
21+ 1.22% |
$9K - $10K
|
1.75K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
21New |
$9K - $10K
|
21
$12.6K
|