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 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-826- 0.28% |
$354K - $394K
|
294K
$161M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-831- 4.93% |
$356K - $397K
|
16K
$8.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-853- 10.6% |
$366K - $407K
|
7.19K
$3.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-864- 5.72% |
$370K - $413K
|
14.2K
$7.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Granger Management LLC
|
SELL
|
- |
-866- 0.21% |
$371K - $413K
|
412K
$225M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-880- 1.93% |
$377K - $420K
|
44.8K
$24.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-888- 3.52% |
$381K - $424K
|
24.4K
$13.3M
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-891- 7.87% |
$382K - $425K
|
10.4K
$5.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-895- 6.34% |
$384K - $427K
|
13.2K
$7.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-921- 3.01% |
$395K - $440K
|
29.7K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-922- 1.86% |
$395K - $440K
|
48.7K
$26.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-924- 27.5% |
$396K - $441K
|
2.44K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-925- 7.18% |
$396K - $442K
|
12K
$6.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-925- 2.03% |
$396K - $442K
|
44.7K
$24.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-933- 11.06% |
$400K - $445K
|
7.51K
$4.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-951- 4.5% |
$408K - $454K
|
20.2K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-951- 12.44% |
$408K - $454K
|
6.69K
$3.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-959- 3.18% |
$411K - $458K
|
29.2K
$15.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-969- 1.65% |
$415K - $463K
|
57.6K
$31.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-988- 50.36% |
$423K - $472K
|
974
$532K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-992- 36.09% |
$425K - $474K
|
1.76K
$961K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1K- 56.56% |
$429K - $477K
|
768
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-1KClosed |
$429K - $477K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.01K- 2.28% |
$431K - $480K
|
43.1K
$23.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.02K- 15.43% |
$435K - $485K
|
5.57K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.03K- 0.72% |
$439K - $489K
|
141K
$77.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.03K- 3.11% |
$443K - $493K
|
32.2K
$17.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.04K- 2.27% |
$445K - $496K
|
44.7K
$24.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.04K- 6.8% |
$446K - $497K
|
14.3K
$7.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.04K- 3.71% |
$447K - $498K
|
27K
$14.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-1.05K- 1.19% |
$451K - $502K
|
86.9K
$47.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.06K- 44.25% |
$454K - $506K
|
1.33K
$729K
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.07KClosed |
$460K - $512K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.69% |
$460K - $512K
|
15K
$8.18M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 3.8% |
$460K - $512K
|
27.2K
$14.8M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.08K- 61.23% |
$462K - $514K
|
682
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.08K- 7.77% |
$463K - $515K
|
12.8K
$7M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 1.13% |
$466K - $519K
|
94.8K
$51.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.11K- 17.85% |
$476K - $530K
|
5.11K
$2.79M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.12K- 12.8% |
$478K - $532K
|
7.6K
$4.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 1.55% |
$480K - $535K
|
71.3K
$39M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 10.16% |
$483K - $538K
|
9.96K
$5.44M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 10.16% |
$483K - $538K
|
9.96K
$5.44M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-1.13K- 40.83% |
$485K - $540K
|
1.64K
$896K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-1.13K- 9.28% |
$485K - $541K
|
11.1K
$6.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.13KClosed |
$486K - $541K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 8.14% |
$489K - $544K
|
12.9K
$7.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.14K- 8.93% |
$489K - $545K
|
11.6K
$6.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 3.62% |
$492K - $548K
|
30.6K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-1.15K- 3.77% |
$493K - $549K
|
29.4K
$16.1M
|