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 07, 2022 Q4 2021
Cross Staff Investments Inc

BUY
 -
855
New
$366K - $408K
855 $501K
Jan 06, 2022 Q4 2021
Vigilant Capital Management, LLC

BUY
 -
854
+ 71.29%
$366K - $408K
2.05K $1.2M
Jan 24, 2022 Q4 2021
Smithbridge Asset Management Inc

BUY
 -
850
New
$364K - $406K
850 $498K
Apr 04, 2022 Q4 2021
Strengthening Families & Communities, LLC

BUY
 -
848
New
$363K - $405K
848 $497K
Feb 14, 2022 Q4 2021
Bivin & Associates, Inc.

Ponca City, OK
BUY
 -
848
New
$363K - $405K
848 $497K
Feb 10, 2022 Q4 2021
Spectrum Wealth Advisory Group, LLC

BUY
 -
846
+ 16.39%
$363K - $404K
6.01K $3.52M
Feb 23, 2022 Q4 2021
Topel & Distasi Wealth Management, LLC

BUY
 -
846
New
$363K - $404K
846 $496K
Feb 11, 2022 Q4 2021
South Shore Capital Advisors

BUY
 -
844
+ 23.97%
$362K - $403K
4.37K $2.56M
Feb 15, 2022 Q4 2021
Roberts Capital Advisors, LLC

Denver, CO
BUY
 -
844
New
$362K - $403K
844 $495K
Feb 15, 2022 Q4 2021
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
839
New
$360K - $401K
839 $492K
Jan 14, 2022 Q4 2021
Stone House Investment Management, LLC

BUY
 -
832
+ 0.88%
$357K - $397K
95.5K $56M
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

BUY
 -
823
+ 0.69%
$353K - $393K
120K $70.4M
Feb 14, 2022 Q4 2021
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
822
+ 3.35%
$352K - $392K
25.4K $14.9M
Feb 14, 2022 Q4 2021
Exelon Corp

Chicago, IL
BUY
 -
822
+ 1.27%
$352K - $392K
65.3K $38.3M
Feb 10, 2022 Q4 2021
Crestone Asset Management LLC

BUY
 -
813
+ 7.83%
$348K - $388K
11.2K $6.56M
Feb 11, 2022 Q4 2021
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
813
New
$348K - $388K
813 $477K
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
810
+ 22.88%
$347K - $387K
4.35K $2.55M
Feb 08, 2022 Q4 2021
Hemenway Trust CO LLC

BUY
 -
802
+ 70.97%
$344K - $383K
1.93K $1.13M
Feb 10, 2022 Q4 2021
Madrona Financial Services, LLC

BUY
 -
802
+ 3.93%
$344K - $383K
21.2K $12.4M
Jan 26, 2022 Q4 2021
Kaizen Financial Strategies

BUY
 -
799
+ 6.66%
$342K - $382K
12.8K $7.5M
Mar 09, 2022 Q4 2021
Wealthsimple Inc.

Toronto, A6
BUY
 -
799
New
$342K - $382K
799 $468K
Jan 26, 2022 Q4 2021
Youngs Advisory Group, Inc.

BUY
 -
796
+ 2.2%
$341K - $380K
37K $21.7M
Mar 18, 2022 Q4 2021
Twelve Points Wealth Management LLC

BUY
 -
796
New
$341K - $380K
796 $467K
Jan 07, 2022 Q4 2021
Valeo Financial Advisors, LLC

BUY
 -
794
+ 0.11%
$340K - $379K
702K $412M
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

BUY
 -
793
+ 2.57%
$340K - $379K
31.7K $18.6M
Feb 15, 2022 Q4 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
791
+ 2.23%
$339K - $378K
36.3K $21.3M
Jan 28, 2022 Q4 2021
Dgs Capital Management, LLC

BUY
 -
789
New
$338K - $377K
789 $463K
Jan 19, 2022 Q4 2021
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
788
New
$338K - $376K
788 $462K
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
BUY
 -
781
+ 0.36%
$335K - $373K
217K $127M
Jan 18, 2022 Q4 2021
Global Trust Asset Management, LLC

BUY
 -
780
+ 2.61%
$334K - $372K
30.7K $18M
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
780
+ 1.98%
$334K - $372K
40.1K $23.5M
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
777
+ 7.22%
$333K - $371K
11.5K $6.76M
Feb 15, 2022 Q4 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
773
+ 22.83%
$331K - $369K
4.16K $2.44M
Feb 10, 2022 Q4 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
768
+ 1.96%
$329K - $367K
40K $23.5M
Feb 11, 2022 Q4 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
760
+ 0.73%
$326K - $363K
104K $61.1M
Feb 15, 2022 Q4 2021
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
760
+ 54.02%
$326K - $363K
2.17K $1.27M
Jan 28, 2022 Q4 2021
Sl Advisors, LLC

BUY
 -
759
+ 10.39%
$325K - $362K
8.06K $4.73M
Feb 15, 2022 Q4 2021
German American Bancorp, Inc.

Jasper, IN
BUY
 -
759
+ 0.72%
$325K - $362K
107K $62.6M
Jan 27, 2022 Q4 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
758
+ 9.41%
$325K - $362K
8.81K $5.17M
Jan 28, 2022 Q4 2021
Octavia Wealth Advisors, LLC

BUY
 -
756
+ 19.64%
$324K - $361K
4.61K $2.7M
Feb 08, 2022 Q4 2021
Asset Planning Corporation

BUY
 -
756
+ 53.88%
$324K - $361K
2.16K $1.27M
Feb 02, 2022 Q4 2021
Castle Rock Wealth Management, LLC

BUY
 -
755
+ 9.68%
$324K - $360K
8.56K $5.02M
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
BUY
 -
755
+ 2.44%
$324K - $360K
31.7K $18.6M
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

BUY
 -
751
+ 10.43%
$322K - $359K
7.95K $4.66M
May 09, 2023 Q4 2021
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
751
+ 29.03%
$322K - $359K
3.34K $1.96M
Feb 01, 2022 Q4 2021
Maryland Capital Advisors Inc.

BUY
 -
750
New
$321K - $358K
750 $440K
Feb 04, 2022 Q4 2021
Cannon Global Investment Management, LLC

BUY
 -
750
New
$321K - $358K
750 $440K
Feb 14, 2022 Q4 2021
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
750
New
$321K - $358K
750 $440K
Jan 19, 2022 Q4 2021
Defined Wealth Management, LLC

BUY
 -
748
+ 5.55%
$321K - $357K
14.2K $8.34M

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