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 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
270New |
$116K - $129K
|
270
$162K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
267+ 7.78% |
$114K - $127K
|
3.7K
$2.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
265+ 3.35% |
$114K - $127K
|
8.18K
$4.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
264+ 5.43% |
$113K - $126K
|
5.13K
$3.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
261+ 35.32% |
$112K - $125K
|
1K
$602K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
260+ 13.58% |
$111K - $124K
|
2.18K
$1.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
258+ 11.65% |
$111K - $123K
|
2.47K
$1.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
255+ 0.53% |
$109K - $122K
|
48.7K
$29.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
253+ 9.75% |
$108K - $121K
|
2.85K
$1.71M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
253New |
$108K - $121K
|
253
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
252+ 1.27% |
$108K - $120K
|
20.1K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
249+ 2.52% |
$107K - $119K
|
10.1K
$6.1M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
248+ 0.41% |
$106K - $118K
|
61.3K
$36.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
247+ 12.32% |
$106K - $118K
|
2.25K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
246+ 3.07% |
$105K - $117K
|
8.26K
$4.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
244+ 6.61% |
$105K - $117K
|
3.94K
$2.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
241+ 7.2% |
$103K - $115K
|
3.59K
$2.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 51.5% |
$103K - $115K
|
706
$425K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
231+ 1.28% |
$99K - $110K
|
18.2K
$11M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
231+ 3.66% |
$99K - $110K
|
6.55K
$3.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
230+ 10.38% |
$98.6K - $110K
|
2.45K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
226+ 77.66% |
$96.9K - $108K
|
517
$311K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
225+ 30.82% |
$96.4K - $107K
|
955
$575K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
225+ 8.56% |
$96.4K - $107K
|
2.86K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
225+ 6.87% |
$96.4K - $107K
|
3.5K
$2.11M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
225+ 0.32% |
$96.4K - $107K
|
70.8K
$42.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
223+ 2.23% |
$95.6K - $106K
|
10.2K
$6.14M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
223+ 1.1% |
$95.6K - $106K
|
20.4K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
222+ 9.93% |
$95.2K - $106K
|
2.46K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
220+ 24.97% |
$94.3K - $105K
|
1.1K
$663K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
218+ 4.36% |
$93.4K - $104K
|
5.21K
$3.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
217+ 3.78% |
$93K - $104K
|
5.96K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
217+ 43.75% |
$93K - $104K
|
713
$429K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
215+ 2.34% |
$92.2K - $103K
|
9.4K
$5.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
215+ 2.89% |
$92.2K - $103K
|
7.65K
$4.6M
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
213New |
$91.3K - $102K
|
213
$128K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
213+ 0.05% |
$91.3K - $102K
|
399K
$240M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
212+ 0.23% |
$90.9K - $101K
|
91.7K
$55.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
211+ 29.97% |
$90.4K - $101K
|
915
$551K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
210+ 3.15% |
$90K - $100K
|
6.88K
$4.14M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
210+ 2.08% |
$90K - $100K
|
10.3K
$6.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
209+ 4.68% |
$89.6K - $99.8K
|
4.68K
$2.82M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
209+ 13.44% |
$89.6K - $99.8K
|
1.76K
$1.06M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
208New |
$89.2K - $99.3K
|
208
$125K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
204+ 9.92% |
$87.4K - $97.4K
|
2.26K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
204+ 5.49% |
$87.4K - $97.4K
|
3.92K
$2.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
204+ 7.92% |
$87.4K - $97.4K
|
2.78K
$1.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
201+ 12.48% |
$86.2K - $96K
|
1.81K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
200+ 37.74% |
$85.7K - $95.5K
|
730
$439K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
200+ 0.57% |
$85.7K - $95.5K
|
35.4K
$21.3M
|