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
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
23+ 0.08% |
$9.86K - $11K
|
29.8K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
22+ 0.31% |
$9.43K - $10.5K
|
7.17K
$3.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
22+ 0.57% |
$9.43K - $10.5K
|
3.89K
$2.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
21+ 1.22% |
$9K - $10K
|
1.75K
$920K
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
21New |
$9K - $10K
|
21
$11.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
20+ 3.06% |
$8.57K - $9.55K
|
674
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
20New |
$8.57K - $9.55K
|
20
$10.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.21% |
$8.57K - $9.55K
|
9.54K
$5.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
20+ 0.6% |
$8.57K - $9.55K
|
3.35K
$1.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20+ 0.88% |
$8.57K - $9.55K
|
2.29K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20+ 3.91% |
$8.57K - $9.55K
|
531
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.24% |
$8.57K - $9.55K
|
8.46K
$4.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
20+ 0.36% |
$8.57K - $9.55K
|
5.61K
$2.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
19+ 1.44% |
$8.14K - $9.07K
|
1.33K
$703K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.25% |
$8.14K - $9.07K
|
7.54K
$3.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 1.12% |
$8.14K - $9.07K
|
1.72K
$908K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.24% |
$8.14K - $9.07K
|
8.07K
$4.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
18+ 41.86% |
$7.72K - $8.59K
|
61
$32.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.63% |
$7.72K - $8.59K
|
2.9K
$1.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18+ 2.93% |
$7.72K - $8.59K
|
633
$334K
|
|
|
Jan 28, 2022
Q4 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
17+ 121.43% |
$7.29K - $8.12K
|
31
$16.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
17+ 0.07% |
$7.29K - $8.12K
|
23.2K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17+ 0.27% |
$7.29K - $8.12K
|
6.22K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
17+ 0.48% |
$7.29K - $8.12K
|
3.59K
$1.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
17+ 1.03% |
$7.29K - $8.12K
|
1.67K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.1% |
$7.29K - $8.12K
|
16.6K
$8.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
16+ 0.35% |
$6.86K - $7.64K
|
4.56K
$2.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
16+ 1.33% |
$6.86K - $7.64K
|
1.22K
$645K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
16+ 0.31% |
$6.86K - $7.64K
|
5.15K
$2.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16New |
$6.86K - $7.64K
|
16
$8.44K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
15+ 1.42% |
$6.43K - $7.16K
|
1.07K
$566K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
15+ 0.8% |
$6.43K - $7.16K
|
1.88K
$991K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15+ 0.25% |
$6.43K - $7.16K
|
5.97K
$3.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
14+ 0.41% |
$6K - $6.68K
|
3.46K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
14+ 1.88% |
$6K - $6.68K
|
757
$399K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14+ 0.15% |
$6K - $6.68K
|
9.14K
$4.82M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
13New |
$5.57K - $6.21K
|
13
$6.85K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
13+ 0.92% |
$5.57K - $6.21K
|
1.43K
$755K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
13+ 1.09% |
$5.57K - $6.21K
|
1.2K
$634K
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
13+ 0.23% |
$5.57K - $6.21K
|
5.61K
$2.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13+ 5.16% |
$5.57K - $6.21K
|
265
$140K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12+ 0.26% |
$5.14K - $5.73K
|
4.6K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
12+ 0.35% |
$5.14K - $5.73K
|
3.46K
$1.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12+ 1.05% |
$5.14K - $5.73K
|
1.16K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
12+ 0.33% |
$5.14K - $5.73K
|
3.6K
$1.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11+ 0.24% |
$4.72K - $5.25K
|
4.61K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11+ 0.12% |
$4.72K - $5.25K
|
9.43K
$4.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 57.89% |
$4.72K - $5.25K
|
30
$15.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.32% |
$4.29K - $4.77K
|
3.14K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
10+ 0.09% |
$4.29K - $4.77K
|
11.7K
$6.15M
|