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
|
Sadoff Investment Management LLC
|
BUY
|
- |
199+ 18.26% |
$85.3K - $95K
|
1.29K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
195+ 3.86% |
$83.6K - $93.1K
|
5.25K
$3.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
194+ 0.37% |
$83.2K - $92.6K
|
52.9K
$31.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
194+ 10.21% |
$83.2K - $92.6K
|
2.09K
$1.26M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
194+ 28.7% |
$83.2K - $92.6K
|
870
$523K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
193New |
$82.7K - $92.2K
|
193
$116K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
190+ 3.14% |
$81.4K - $90.7K
|
6.24K
$3.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
190New |
$81.4K - $90.7K
|
190
$114K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
188+ 0.49% |
$80.6K - $89.8K
|
38.4K
$23.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
184+ 1.14% |
$78.9K - $87.9K
|
16.3K
$9.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
184+ 3.33% |
$78.9K - $87.9K
|
5.72K
$3.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
181+ 4.65% |
$77.6K - $86.4K
|
4.07K
$2.45M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
179+ 8.61% |
$76.7K - $85.5K
|
2.26K
$1.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
178+ 2.55% |
$76.3K - $85K
|
7.16K
$4.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
178+ 7.8% |
$76.3K - $85K
|
2.46K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
178+ 3.67% |
$76.3K - $85K
|
5.03K
$3.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
175+ 0.69% |
$75K - $83.6K
|
25.5K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
175+ 7.7% |
$75K - $83.6K
|
2.45K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
175+ 0.45% |
$75K - $83.6K
|
39.2K
$23.6M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
175+ 4.1% |
$75K - $83.6K
|
4.44K
$2.67M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
175+ 17.14% |
$75K - $83.6K
|
1.2K
$719K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
173+ 17.15% |
$74.2K - $82.6K
|
1.18K
$710K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
172+ 18.14% |
$73.7K - $82.1K
|
1.12K
$673K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
171+ 3.56% |
$73.3K - $81.6K
|
4.97K
$2.99M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
171+ 1.76% |
$73.3K - $81.6K
|
9.91K
$5.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
171+ 6.55% |
$73.3K - $81.6K
|
2.78K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
166+ 13.66% |
$71.2K - $79.3K
|
1.38K
$830K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
163+ 1.39% |
$69.9K - $77.8K
|
11.8K
$7.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
163+ 0.26% |
$69.9K - $77.8K
|
62.1K
$37.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
162+ 0.36% |
$69.4K - $77.4K
|
45.6K
$27.4M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
160+ 0.78% |
$68.6K - $76.4K
|
20.6K
$12.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
159+ 2.34% |
$68.2K - $75.9K
|
6.96K
$4.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
BUY
|
- |
158+ 0.08% |
$67.7K - $75.4K
|
192K
$115M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
156+ 8.16% |
$66.9K - $74.5K
|
2.07K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
155New |
$66.4K - $74K
|
155
$93.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
155+ 0.99% |
$66.4K - $74K
|
15.9K
$9.54M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
151+ 3.56% |
$64.7K - $72.1K
|
4.4K
$2.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
150+ 4.11% |
$64.3K - $71.6K
|
3.8K
$2.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
150+ 5.69% |
$64.3K - $71.6K
|
2.78K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
150+ 0.12% |
$64.3K - $71.6K
|
128K
$76.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
150+ 7.97% |
$64.3K - $71.6K
|
2.03K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
150+ 0.4% |
$64.3K - $71.6K
|
37.4K
$22.5M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
150+ 26.69% |
$64.3K - $71.6K
|
712
$428K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
147+ 0.98% |
$63K - $70.2K
|
15.1K
$9.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
145+ 2.31% |
$62.2K - $69.2K
|
6.42K
$3.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
144+ 0.54% |
$61.7K - $68.8K
|
26.6K
$16M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
142+ 6.63% |
$60.9K - $67.8K
|
2.28K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
142+ 4.73% |
$60.9K - $67.8K
|
3.14K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
142+ 0.88% |
$60.9K - $67.8K
|
16.3K
$9.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
141+ 21.49% |
$60.4K - $67.3K
|
797
$479K
|