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 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-21Closed |
$9K - $10K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-22- 0.64% |
$9.43K - $10.5K
|
3.41K
$1.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-22- 2.68% |
$9.43K - $10.5K
|
800
$437K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-22- 0.17% |
$9.43K - $10.5K
|
12.7K
$6.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-22- 0.21% |
$9.43K - $10.5K
|
10.6K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-22- 3.78% |
$9.43K - $10.5K
|
560
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 0.42% |
$9.86K - $11K
|
5.4K
$2.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-23- 3.65% |
$9.86K - $11K
|
608
$332K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-23- 0.45% |
$9.86K - $11K
|
5.14K
$2.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-23- 1.25% |
$9.86K - $11K
|
1.82K
$994K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-24- 0.98% |
$10.3K - $11.5K
|
2.42K
$1.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-24- 1.69% |
$10.3K - $11.5K
|
1.39K
$762K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-24- 0.91% |
$10.3K - $11.5K
|
2.62K
$1.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-24- 4.33% |
$10.3K - $11.5K
|
530
$290K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-24- 0.95% |
$10.3K - $11.5K
|
2.49K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-24- 0.16% |
$10.3K - $11.5K
|
15K
$8.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-24- 0.5% |
$10.3K - $11.5K
|
4.76K
$2.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-24- 0.86% |
$10.3K - $11.5K
|
2.75K
$1.51M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 0.14% |
$10.3K - $11.5K
|
16.7K
$9.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-25- 0.43% |
$10.7K - $11.9K
|
5.82K
$3.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 2.95% |
$10.7K - $11.9K
|
823
$450K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 21.74% |
$10.7K - $11.9K
|
90
$49.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-25- 0.23% |
$10.7K - $11.9K
|
10.7K
$5.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-25- 1.23% |
$10.7K - $11.9K
|
2.01K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 1.32% |
$10.7K - $11.9K
|
1.88K
$1.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-25- 0.84% |
$10.7K - $11.9K
|
2.96K
$1.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-25Closed |
$10.7K - $11.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-25- 0.4% |
$10.7K - $11.9K
|
6.22K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-25- 0.3% |
$10.7K - $11.9K
|
8.25K
$4.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-26- 2.46% |
$11.1K - $12.4K
|
1.03K
$563K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-26- 0.44% |
$11.1K - $12.4K
|
5.82K
$3.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-26- 0.89% |
$11.1K - $12.4K
|
2.91K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-26- 0.03% |
$11.1K - $12.4K
|
85.9K
$47M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.4% |
$11.1K - $12.4K
|
6.5K
$3.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-27- 0.72% |
$11.6K - $12.9K
|
3.72K
$2.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-27- 0.93% |
$11.6K - $12.9K
|
2.87K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-28- 4.43% |
$12K - $13.4K
|
604
$330K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-28- 0.14% |
$12K - $13.4K
|
20.5K
$11.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-29- 0.34% |
$12.4K - $13.8K
|
8.49K
$4.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.25% |
$12.9K - $14.3K
|
11.9K
$6.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-30- 2.47% |
$12.9K - $14.3K
|
1.18K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-30- 0.5% |
$12.9K - $14.3K
|
6K
$3.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-30- 0.39% |
$12.9K - $14.3K
|
7.67K
$4.19M
|
|
|
Mar 23, 2023
Q4 2021
|
Metlife Inc
New York, NY |
SELL
|
- |
-30- 0.3% |
$12.9K - $14.3K
|
9.87K
$5.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-32- 1.38% |
$13.7K - $15.3K
|
2.29K
$1.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-32- 7.44% |
$13.7K - $15.3K
|
398
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 2.99% |
$13.7K - $15.3K
|
1.04K
$567K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-34- 0.36% |
$14.6K - $16.2K
|
9.49K
$5.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-34- 0.38% |
$14.6K - $16.2K
|
8.84K
$4.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-34- 0.18% |
$14.6K - $16.2K
|
18.5K
$10.1M
|