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 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$857 - $955
|
1.12K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2+ 0.08% |
$857 - $955
|
2.48K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.06% |
$857 - $955
|
3.26K
$1.96M
|
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
2+ 0.08% |
$857 - $955
|
2.67K
$1.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$857 - $955
|
553
$333K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2+ 0.22% |
$857 - $955
|
892
$537K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$857 - $955
|
2.27K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$857 - $955
|
1.46K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.18% |
$857 - $955
|
1.13K
$682K
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2+ 0.14% |
$857 - $955
|
1.46K
$877K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.36% |
$857 - $955
|
554
$333K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.3% |
$857 - $955
|
668
$402K
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2+ 0.2% |
$857 - $955
|
1K
$603K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.1% |
$857 - $955
|
2.1K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.06% |
$857 - $955
|
3.34K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$857 - $955
|
9.88K
$5.95M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.15% |
$429 - $477
|
660
$397K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1+ 0.06% |
$429 - $477
|
1.63K
$978K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
1+ 0.11% |
$429 - $477
|
911
$548K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$429 - $477
|
3.38K
$2.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.23% |
$429 - $477
|
434
$261K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$429 - $477
|
4.21K
$2.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
1+ 0.1% |
$429 - $477
|
990
$596K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.05% |
$429 - $477
|
1.98K
$1.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
1+ 0.05% |
$429 - $477
|
1.95K
$1.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.35% |
$429 - $477
|
285
$172K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1+ 0.2% |
$429 - $477
|
489
$294K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1New |
$429 - $477
|
1
$602
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.22% |
$429 - $477
|
457
$275K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$429 - $477
|
6.56K
$3.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
1+ 0.04% |
$429 - $477
|
2.76K
$1.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$429 - $477
|
476
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.07% |
$429 - $477
|
1.5K
$901K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.08% |
$429 - $477
|
1.2K
$721K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$429 - $477
|
7K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.09% |
$429 - $477
|
1.11K
$668K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.13% |
$429 - $477
|
799
$481K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1+ 0.92% |
$429 - $477
|
110
$66.2K
|
|
|
Mar 15, 2022
Q4 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.16% |
$429 - $477
|
616
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
SELL
|
- |
-1- 0.05% |
$429 - $477
|
2.02K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 7.69% |
$429 - $477
|
12
$7.22K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1- 0.08% |
$429 - $477
|
1.28K
$771K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1- 0.14% |
$429 - $477
|
726
$437K
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1- 0.2% |
$429 - $477
|
506
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
SELL
|
- |
-1- -0.0% |
$429 - $477
|
1.58M
$948M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1- 8.33% |
$429 - $477
|
11
$6.62K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-1- 0.08% |
$429 - $477
|
1.26K
$756K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1- 0.09% |
$429 - $477
|
1.11K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$429 - $477
|
0
$0
|