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
|
Mai Capital Management
|
BUY
|
- |
29.2K+ 6.61% |
$12.5M - $13.9M
|
470K
$281M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
28.8K+ 93.57% |
$12.3M - $13.7M
|
59.6K
$35.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
28.1K+ 195.03% |
$12.1M - $13.4M
|
42.6K
$25.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.1K+ 41.9% |
$12M - $13.4M
|
95.2K
$56.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28K+ 635.73% |
$12M - $13.4M
|
32.4K
$19.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
27.8KNew |
$11.9M - $13.3M
|
27.8K
$16.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
26.8K+ 8.05% |
$11.5M - $12.8M
|
360K
$215M
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
26.5KNew |
$11.3M - $12.6M
|
26.5K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26K+ 284.0% |
$11.1M - $12.4M
|
35.1K
$21M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
25.8K+ 29.21% |
$11.1M - $12.3M
|
114K
$68.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.7K+ 14.39% |
$11M - $12.3M
|
204K
$122M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
25.4K+ 40.14% |
$10.9M - $12.1M
|
88.7K
$53M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
25.2K+ 15.31% |
$10.8M - $12M
|
190K
$114M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
25KNew |
$10.7M - $12M
|
25K
$15M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
24.8K+ 4416.01% |
$10.6M - $11.9M
|
25.4K
$15.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
24.6K+ 4.88% |
$10.6M - $11.8M
|
529K
$316M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
24.3KNew |
$10.4M - $11.6M
|
24.3K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2KNew |
$10.4M - $11.6M
|
24.2K
$14.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
24K+ 2.72% |
$10.3M - $11.5M
|
905K
$541M
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
23.9K+ 69.99% |
$10.2M - $11.4M
|
58K
$34.7M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
23.8KNew |
$10.2M - $11.4M
|
23.8K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
23.7K+ 5.29% |
$10.1M - $11.3M
|
471K
$282M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
23.6KNew |
$10.1M - $11.3M
|
23.6K
$14.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
23.2K+ 1052.45% |
$9.92M - $11.1M
|
25.4K
$15.2M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
22.5KNew |
$9.64M - $10.7M
|
22.5K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
22.4K+ 3.03% |
$9.59M - $10.7M
|
760K
$454M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
22.3KNew |
$9.55M - $10.6M
|
22.3K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
22.2K+ 6.08% |
$9.53M - $10.6M
|
388K
$232M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.1K+ 61.27% |
$9.46M - $10.5M
|
58.1K
$34.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
21.9KNew |
$9.41M - $10.5M
|
21.9K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
21.7K+ 112.61% |
$9.3M - $10.4M
|
41K
$24.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
21.3KNew |
$9.13M - $10.2M
|
21.3K
$12.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
20.9KNew |
$8.98M - $10M
|
20.9K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Rpo LLC
Stamford, CT |
BUY
|
- |
20.8KNew |
$8.92M - $9.93M
|
20.8K
$12.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
20.7K+ 5.99% |
$8.86M - $9.87M
|
366K
$219M
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.6K+ 175.79% |
$8.84M - $9.84M
|
32.3K
$19.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20.6K+ 21.53% |
$8.82M - $9.83M
|
116K
$69.4M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
20.5KNew |
$8.8M - $9.81M
|
20.5K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
20.2KNew |
$8.67M - $9.66M
|
20.2K
$12.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
20.2KNew |
$8.67M - $9.65M
|
20.2K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
20.2K+ 15.22% |
$8.65M - $9.63M
|
153K
$91.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
20.1KNew |
$8.64M - $9.62M
|
20.1K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
20K+ 237.28% |
$8.56M - $9.54M
|
28.4K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
19.9K+ 133.92% |
$8.52M - $9.49M
|
34.7K
$20.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
19.7KNew |
$8.45M - $9.41M
|
19.7K
$11.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
19.6K+ 2.38% |
$8.42M - $9.38M
|
843K
$504M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
19.6KNew |
$8.39M - $9.35M
|
19.6K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 23.33% |
$8.34M - $9.3M
|
103K
$61.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
18.8K+ 69.81% |
$8.04M - $8.96M
|
45.7K
$27.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
18.4K+ 7.65% |
$7.91M - $8.81M
|
260K
$155M
|