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
|
Hc Advisors, LLC
|
SELL
|
- |
-59- 1.7% |
$25.3K - $28.2K
|
3.42K
$2.06M
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-59- 5.49% |
$25.3K - $28.2K
|
1.02K
$611K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
SELL
|
- |
-60- 2.85% |
$25.7K - $28.6K
|
2.04K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-60- 1.3% |
$25.7K - $28.6K
|
4.55K
$2.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-60- 0.68% |
$25.7K - $28.6K
|
8.72K
$5.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-60- 3.48% |
$25.7K - $28.6K
|
1.66K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 8.17% |
$25.7K - $28.6K
|
674
$406K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-61- 0.72% |
$26.1K - $29.1K
|
8.46K
$5.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-62- 1.99% |
$26.6K - $29.6K
|
3.06K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-63- 5.79% |
$27K - $30.1K
|
1.03K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-63- 0.29% |
$27K - $30.1K
|
21.6K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-66- 10.71% |
$28.3K - $31.5K
|
550
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-66- 1.65% |
$28.3K - $31.5K
|
3.93K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-67- 0.19% |
$28.7K - $32K
|
36K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-67- 11.61% |
$28.7K - $32K
|
510
$307K
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-69- 7.67% |
$29.6K - $32.9K
|
831
$500K
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
SELL
|
- |
-70- 5.85% |
$30K - $33.4K
|
1.13K
$678K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-70- 1.54% |
$30K - $33.4K
|
4.47K
$2.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-70- 6.76% |
$30K - $33.4K
|
966
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-70- 0.97% |
$30K - $33.4K
|
7.15K
$4.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-71- 0.3% |
$30.4K - $33.9K
|
24K
$14.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-72- 11.58% |
$30.9K - $34.4K
|
550
$331K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-72- 1.61% |
$30.9K - $34.4K
|
4.39K
$2.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-73- 9.18% |
$31.3K - $34.9K
|
722
$434K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-74- 6.57% |
$31.7K - $35.3K
|
1.05K
$633K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-74- 1.35% |
$31.7K - $35.3K
|
5.42K
$3.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-75- 0.34% |
$32.1K - $35.8K
|
21.8K
$13.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-75- 2.4% |
$32.1K - $35.8K
|
3.05K
$1.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-75- 2.02% |
$32.1K - $35.8K
|
3.65K
$2.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-75- 0.2% |
$32.1K - $35.8K
|
38.1K
$22.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-75- 2.16% |
$32.1K - $35.8K
|
3.4K
$2.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-75- 5.74% |
$32.1K - $35.8K
|
1.23K
$741K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-77- 0.78% |
$33K - $36.8K
|
9.75K
$5.87M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77- 0.19% |
$33K - $36.8K
|
40.5K
$24.4M
|
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-79- 0.87% |
$33.9K - $37.7K
|
9.05K
$5.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-79- 9.89% |
$33.9K - $37.7K
|
720
$433K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-80- 0.16% |
$34.3K - $38.2K
|
51K
$30.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-81- 3.7% |
$34.7K - $38.7K
|
2.11K
$1.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Professional Advisory Services Inc
|
SELL
|
- |
-82- 2.61% |
$35.1K - $39.2K
|
3.06K
$1.84M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-82- 0.62% |
$35.1K - $39.2K
|
13.2K
$7.92M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-82- 0.79% |
$35.1K - $39.2K
|
10.4K
$6.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-83- 2.06% |
$35.6K - $39.6K
|
3.95K
$2.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-83- 1.26% |
$35.6K - $39.6K
|
6.49K
$3.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-84- 1.72% |
$36K - $40.1K
|
4.79K
$2.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-85- 4.04% |
$36.4K - $40.6K
|
2.02K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-86- 2.64% |
$36.9K - $41.1K
|
3.17K
$1.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
SELL
|
- |
-87- 1.08% |
$37.3K - $41.5K
|
7.95K
$4.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 2.47% |
$37.3K - $41.5K
|
3.44K
$2.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-87- 1.1% |
$37.3K - $41.5K
|
7.82K
$4.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-88- 1.45% |
$37.7K - $42K
|
5.98K
$3.6M
|