Purchases and Sales Made in Q4 2021 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 14, 2022 Q4 2021
Hancock Whitney Investment Services Inc.

New Orleans, LA
BUY
 -
3.69K
New
$1.58M - $1.76M
3.69K $2.16M
Feb 14, 2022 Q4 2021
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
3.69K
+ 11.24%
$1.58M - $1.76M
36.5K $21.4M
Jan 21, 2022 Q4 2021
Goodwin Daniel L

BUY
 -
3.64K
+ 52.78%
$1.56M - $1.74M
10.5K $6.18M
Feb 14, 2022 Q4 2021
Angeles Investment Advisors, LLC

BUY
 -
3.64K
+ 9.01%
$1.56M - $1.74M
44K $25.8M
Jan 19, 2022 Q4 2021
Edge Capital Group, LLC

BUY
 -
3.63K
+ 1.49%
$1.56M - $1.73M
248K $145M
Feb 14, 2022 Q4 2021
Avidian Wealth Solutions, LLC

BUY
 -
3.61K
+ 10.75%
$1.55M - $1.72M
37.2K $21.8M
Feb 08, 2022 Q4 2021
Black Diamond Wealth Management Inc.

BUY
 -
3.55K
New
$1.52M - $1.69M
3.55K $2.08M
Jan 31, 2022 Q4 2021
Gruss & Co., LLC

BUY
 -
3.5K
+ 70.0%
$1.5M - $1.67M
8.5K $4.98M
Feb 14, 2022 Q4 2021
Caxton Corp

Princeton, NJ
BUY
 -
3.5K
+ 100.57%
$1.5M - $1.67M
6.98K $4.09M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

BUY
 -
3.5K
+ 3.77%
$1.5M - $1.67M
96.3K $56.5M
Feb 14, 2022 Q4 2021
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
3.49K
+ 12.34%
$1.5M - $1.67M
31.8K $18.6M
Jan 18, 2022 Q4 2021
David J Yvars Group

BUY
 -
3.49K
+ 145.27%
$1.5M - $1.67M
5.89K $3.45M
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

BUY
 -
3.47K
+ 8.23%
$1.49M - $1.65M
45.6K $26.7M
Feb 14, 2022 Q4 2021
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
3.46K
+ 64.02%
$1.48M - $1.65M
8.87K $5.2M
Jan 20, 2022 Q4 2021
Lfa Lugano Financial Advisors Sa

BUY
 -
3.45K
+ 13.67%
$1.48M - $1.65M
28.7K $16.8M
Feb 14, 2022 Q4 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
3.42K
+ 97.11%
$1.47M - $1.63M
6.95K $4.07M
Feb 11, 2022 Q4 2021
Rex Capital Advisors, LLC

Providence, RI
BUY
 -
3.42K
+ 2.17%
$1.47M - $1.63M
161K $94.4M
Feb 11, 2022 Q4 2021
Summit Trail Advisors, LLC

New York, NY
BUY
 -
3.4K
+ 5.64%
$1.46M - $1.62M
63.8K $37.4M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
3.4K
+ 11.98%
$1.46M - $1.62M
31.8K $18.6M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.37K
+ 1.86%
$1.45M - $1.61M
185K $109M
Jan 25, 2022 Q4 2021
J.W. Cole Advisors, Inc.

BUY
 -
3.36K
+ 4.48%
$1.44M - $1.6M
78.3K $45.9M
Feb 10, 2022 Q4 2021
Pittenger & Anderson Inc

BUY
 -
3.33K
+ 24.93%
$1.43M - $1.59M
16.7K $9.79M
Mar 01, 2022 Q4 2021
Ascent Group, LLC

BUY
 -
3.31K
New
$1.42M - $1.58M
3.31K $1.94M
Jan 18, 2022 Q4 2021
Procyon Advisors, LLC

BUY
 -
3.29K
+ 15.95%
$1.41M - $1.57M
23.9K $14M
Feb 11, 2022 Q4 2021
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
3.28K
New
$1.4M - $1.56M
3.28K $1.92M
Feb 28, 2022 Q4 2021
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
3.27K
New
$1.4M - $1.56M
3.27K $1.91M
Feb 11, 2022 Q4 2021
Baker Avenue Asset Management, LP

BUY
 -
3.21K
+ 42.5%
$1.38M - $1.53M
10.8K $6.31M
Feb 11, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
3.2K
+ 900.0%
$1.37M - $1.53M
3.56K $2.09M
Feb 15, 2022 Q4 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.18K
+ 142.28%
$1.36M - $1.52M
5.42K $3.17M
Jan 19, 2022 Q4 2021
Whittier Trust CO

BUY
 -
3.15K
+ 0.59%
$1.35M - $1.5M
540K $317M
Jan 27, 2022 Q4 2021
Capital Advisors Inc

BUY
 -
3.14K
+ 2.2%
$1.34M - $1.5M
146K $85.5M
Feb 24, 2022 Q4 2021
Compass Financial Advisors LLC

BUY
 -
3.13K
New
$1.34M - $1.49M
3.13K $1.83M
Jan 27, 2022 Q4 2021
Meridian Wealth Management, LLC

BUY
 -
3.11K
+ 5.47%
$1.33M - $1.48M
59.9K $35.1M
Feb 10, 2022 Q4 2021
Prosperity Consulting Group, LLC

BUY
 -
3.07K
New
$1.32M - $1.46M
3.07K $1.8M
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

BUY
 -
3.04K
+ 20.26%
$1.3M - $1.45M
18K $10.6M
Feb 07, 2022 Q4 2021
Choate Investment Advisors

Boston, MA
BUY
 -
3.02K
+ 4.43%
$1.29M - $1.44M
71.3K $41.8M
Feb 14, 2022 Q4 2021
Trail Ridge Investment Advisors, LLC

BUY
 -
2.98K
New
$1.28M - $1.42M
2.98K $1.75M
Jan 31, 2022 Q4 2021
Howard Capital Management Inc.

BUY
 -
2.98K
New
$1.28M - $1.42M
2.98K $1.74M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.92K
+ 3.15%
$1.25M - $1.39M
95.5K $56M
Jan 18, 2022 Q4 2021
Catalyst Private Wealth, LLC

BUY
 -
2.9K
+ 81.53%
$1.24M - $1.38M
6.45K $3.78M
Jan 27, 2022 Q4 2021
Smart Money Group LLC

BUY
 -
2.87K
+ 69.75%
$1.23M - $1.37M
6.98K $4.09M
Feb 01, 2022 Q4 2021
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
2.83K
New
$1.21M - $1.35M
2.83K $1.66M
Feb 14, 2022 Q4 2021
Banque Cantonale Vaudoise

BUY
 -
2.81K
+ 7.93%
$1.21M - $1.34M
38.3K $22.5M
Feb 14, 2022 Q4 2021
Horizon Wealth Management, LLC

BUY
 -
2.81K
New
$1.21M - $1.34M
2.81K $1.65M
Feb 04, 2022 Q4 2021
Insight Wealth Partners, LLC

BUY
 -
2.8K
+ 467.17%
$1.2M - $1.34M
3.4K $2M
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

BUY
 -
2.76K
+ 12.08%
$1.18M - $1.32M
25.6K $15M
Mar 04, 2022 Q4 2021
Bill Few Associates, Inc.

BUY
 -
2.73K
New
$1.17M - $1.3M
2.73K $1.6M
Feb 02, 2022 Q4 2021
Chatham Capital Group, Inc.

BUY
 -
2.72K
+ 25.18%
$1.17M - $1.3M
13.5K $7.93M
May 09, 2022 Q4 2021
Insight Inv LLC

El Segundo, CA
BUY
 -
2.72K
New
$1.16M - $1.3M
2.72K $1.59M

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