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
Jan 19, 2022 Q4 2021
Ma Private Wealth

BUY
 -
1.64K
+ 102.76%
$702K - $782K
3.23K $1.89M
Feb 14, 2022 Q4 2021
Wilson & Boucher Capital Management, LLC

BUY
 -
1.64K
New
$701K - $781K
1.64K $959K
Feb 23, 2022 Q4 2021
Geometric Wealth Advisors

BUY
 -
1.63K
New
$698K - $777K
1.63K $954K
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.63K
+ 4.69%
$698K - $777K
36.3K $21.3M
Feb 09, 2022 Q4 2021
Delta Asset Management LLC

Memphis, TN
BUY
 -
1.62K
+ 101.5%
$695K - $774K
3.22K $1.89M
Jan 18, 2022 Q4 2021
Caprock Group, Inc.

BUY
 -
1.62K
+ 9.61%
$694K - $773K
18.5K $10.8M
Jun 01, 2022 Q4 2021
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
1.62K
New
$693K - $772K
1.62K $947K
Feb 11, 2022 Q4 2021
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.61K
+ 6.0%
$691K - $769K
28.5K $16.7M
Feb 07, 2022 Q4 2021
Koss Olinger Consulting, LLC

BUY
 -
1.61K
New
$690K - $768K
1.61K $943K
Feb 22, 2022 Q4 2021
Capital Directions Investment Advisors, LLC

BUY
 -
1.6K
+ 55.79%
$686K - $764K
4.47K $2.62M
Jan 19, 2022 Q4 2021
Joel Isaacson & Co., LLC

BUY
 -
1.58K
+ 2.26%
$678K - $755K
71.4K $41.9M
Jan 14, 2022 Q4 2021
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
1.58K
New
$678K - $755K
1.58K $927K
Feb 02, 2022 Q4 2021
Compass Ion Advisors, LLC

BUY
 -
1.57K
+ 24.34%
$674K - $751K
8.04K $4.71M
Feb 10, 2022 Q4 2021
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
1.57K
+ 7.13%
$673K - $749K
23.6K $13.8M
Feb 15, 2022 Q4 2021
Chicago Partners Investment Group LLC

BUY
 -
1.56K
+ 2.16%
$670K - $746K
74K $43.4M
Feb 04, 2022 Q4 2021
Abbrea Capital, LLC

BUY
 -
1.56K
+ 2.51%
$669K - $745K
63.8K $37.4M
Feb 15, 2022 Q4 2021
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
1.55K
New
$666K - $742K
1.55K $911K
Jan 25, 2023 Q4 2021
Etfidea, LLC

Syracuse, NY
BUY
 -
1.55K
New
$665K - $741K
1.55K $910K
Jan 26, 2022 Q4 2021
Straight Path Wealth Management

BUY
 -
1.55K
New
$664K - $740K
1.55K $908K
Feb 14, 2022 Q4 2021
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
1.54K
+ 7.68%
$661K - $737K
21.6K $12.7M
Feb 11, 2022 Q4 2021
Zevenbergen Capital Investments LLC

Seattle, WA
BUY
 -
1.54K
+ 66.04%
$661K - $736K
3.88K $2.27M
Jan 19, 2022 Q4 2021
Schwab Charitable Fund

BUY
 -
1.54K
+ 164.11%
$661K - $736K
2.48K $1.45M
Feb 02, 2022 Q4 2021
Sp Asset Management

BUY
 -
1.54K
+ 41.78%
$661K - $736K
5.23K $3.07M
Feb 10, 2022 Q4 2021
Coastline Trust CO

BUY
 -
1.54K
+ 39.04%
$660K - $735K
5.49K $3.22M
Feb 09, 2022 Q4 2021
Ntb Financial Corp

Centennial, CO
BUY
 -
1.54K
New
$659K - $734K
1.54K $902K
Feb 03, 2022 Q4 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.54K
+ 4.84%
$659K - $734K
33.3K $19.5M
Jan 27, 2022 Q4 2021
Dorsey Wright & Associates

BUY
 -
1.54K
New
$658K - $733K
1.54K $901K
Aug 26, 2022 Q4 2021
Heritage Financial Services, LLC

BUY
 -
1.53K
New
$658K - $732K
1.53K $899K
Feb 18, 2022 Q4 2021
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
1.53K
New
$657K - $732K
1.53K $899K
Feb 14, 2022 Q4 2021
Merit Financial Group, LLC

BUY
 -
1.53K
+ 9.64%
$654K - $728K
17.3K $10.2M
Feb 11, 2022 Q4 2021
True North Advisors, LLC

BUY
 -
1.52K
+ 14.36%
$652K - $727K
12.1K $7.1M
Feb 14, 2022 Q4 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
1.52K
+ 12.64%
$649K - $723K
13.5K $7.92M
May 16, 2022 Q4 2021
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
1.51K
+ 5.1%
$649K - $722K
31.2K $18.3M
Feb 01, 2022 Q4 2021
F Dx Advisors, Inc.

BUY
 -
1.51K
New
$647K - $721K
1.51K $885K
May 13, 2022 Q4 2021
Commons Capital, LLC

Needham, MA
BUY
 -
1.51K
New
$645K - $719K
1.51K $882K
Feb 14, 2022 Q4 2021
Bryant Woods Investment Advisors, LLC

BUY
 -
1.5K
New
$642K - $715K
1.5K $878K
Jan 18, 2022 Q4 2021
Selective Wealth Management, Inc.

BUY
 -
1.5K
+ 437.43%
$641K - $714K
1.84K $1.08M
Jan 04, 2022 Q4 2021
Confluence Investment Management LLC

BUY
 -
1.49K
+ 10.24%
$638K - $710K
16K $9.39M
Feb 14, 2022 Q4 2021
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
1.49K
New
$638K - $710K
1.49K $872K
Feb 03, 2022 Q4 2021
Fortress Wealth Management, Inc.

BUY
 -
1.49K
New
$637K - $710K
1.49K $872K
Feb 11, 2022 Q4 2021
Dash Acquisitions Inc.

BUY
 -
1.49K
New
$637K - $710K
1.49K $871K
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.49K
+ 2.15%
$637K - $709K
70.7K $41.4M
Jan 21, 2022 Q4 2021
Grandview Asset Management LLC

BUY
 -
1.48K
+ 8.55%
$635K - $708K
18.8K $11M
Feb 07, 2022 Q4 2021
Texas Capital Bank Wealth Management Services Inc

BUY
 -
1.48K
+ 3.38%
$635K - $707K
45.3K $26.5M
Feb 11, 2022 Q4 2021
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.48K
New
$633K - $705K
1.48K $865K
Jan 19, 2022 Q4 2021
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
1.46K
+ 3.28%
$627K - $698K
46.1K $27M
Jan 14, 2022 Q4 2021
Baldwin Brothers LLC

BUY
 -
1.46K
+ 31.71%
$625K - $696K
6.06K $3.55M
Feb 23, 2022 Q4 2021
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
1.46K
New
$625K - $696K
1.46K $854K
Jan 18, 2022 Q4 2021
Lowe Wealth Advisors, LLC

BUY
 -
1.46K
+ 0.99%
$624K - $695K
149K $87.2M

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