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 10, 2022 Q4 2021
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
11K
New
$4.7M - $5.23M
11K $6.62M
Feb 25, 2022 Q4 2021
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
10.9K
+ 201.36%
$4.68M - $5.22M
16.3K $9.88M
Feb 04, 2022 Q4 2021
Beacon Investment Advisory Services, Inc.

BUY
 -
10.8K
+ 48.57%
$4.64M - $5.17M
33.1K $20M
Jan 19, 2022 Q4 2021
Intelligence Driven Advisers, LLC

BUY
 -
10.8K
+ 304.76%
$4.62M - $5.14M
14.3K $8.64M
Feb 15, 2022 Q4 2021
Morris Financial Concepts, Inc.

BUY
 -
10.7K
New
$4.57M - $5.09M
10.7K $6.45M
Feb 03, 2022 Q4 2021
Novare Capital Management LLC

BUY
 -
10.6K
+ 11.39%
$4.56M - $5.08M
104K $62.9M
Jan 28, 2022 Q4 2021
Amplius Wealth Advisors, LLC

BUY
 -
10.6K
New
$4.53M - $5.04M
10.6K $6.38M
Feb 08, 2022 Q4 2021
Altman Advisors, Inc.

Chicago, IL
BUY
 -
10.5K
+ 358.84%
$4.51M - $5.03M
13.5K $8.14M
Feb 14, 2022 Q4 2021
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

BUY
 -
10.5K
+ 10.57%
$4.51M - $5.03M
110K $66.6M
Feb 14, 2022 Q4 2021
J. Goldman & CO LP

New York, NY
BUY
 -
10.5K
+ 39.98%
$4.51M - $5.02M
36.8K $22.3M
Feb 14, 2022 Q4 2021
Bristol Gate Capital Partners Inc.

Toronto, A6
BUY
 -
10.5K
New
$4.5M - $5.01M
10.5K $6.34M
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
10.5K
+ 7.3%
$4.49M - $5M
154K $93M
Feb 14, 2022 Q4 2021
Lakewood Capital Management, LP

New York, NY
BUY
 -
10.4K
New
$4.46M - $4.97M
10.4K $6.28M
Jan 27, 2022 Q4 2021
Conning Inc.

BUY
 -
10.4K
+ 5.05%
$4.45M - $4.95M
216K $131M
Jan 25, 2022 Q4 2021
Old National Bancorp

BUY
 -
10.2K
+ 13.68%
$4.37M - $4.87M
84.8K $51.2M
Mar 17, 2022 Q4 2021
American Trust

Lexington, KY
BUY
 -
10.2K
New
$4.37M - $4.87M
10.2K $6.16M
Feb 09, 2022 Q4 2021
Pitti Group Wealth Management, LLC

BUY
 -
10.2K
New
$4.36M - $4.86M
10.2K $6.15M
Jan 10, 2022 Q4 2021
Dixon Hubard Feinour & Brown Inc

BUY
 -
10.1K
+ 601.07%
$4.35M - $4.84M
11.8K $7.15M
Feb 14, 2022 Q4 2021
Intrepid Family Office LLC

Greenwich, CT
BUY
 -
10K
New
$4.29M - $4.77M
10K $6.04M
Feb 14, 2022 Q4 2021
Sfg Wealth Management, Llc.

BUY
 -
9.98K
New
$4.28M - $4.77M
9.98K $6.03M
Feb 07, 2022 Q4 2021
Kearns & Associates LLC

BUY
 -
9.98K
New
$4.28M - $4.77M
9.98K $6.03M
Jan 31, 2022 Q4 2021
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
9.89K
New
$4.24M - $4.72M
9.89K $5.98M
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

BUY
 -
9.88K
+ 8.51%
$4.24M - $4.72M
126K $76.2M
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
9.82K
New
$4.21M - $4.69M
9.82K $5.94M
Feb 07, 2022 Q4 2021
Greenfield Ftc, Inc.

BUY
 -
9.81K
+ 1.41%
$4.21M - $4.68M
705K $426M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
9.8K
+ 11.32%
$4.2M - $4.68M
96.4K $58.3M
Jan 19, 2022 Q4 2021
Verus Financial Partners, Inc.

BUY
 -
9.77K
+ 444.88%
$4.19M - $4.67M
12K $7.23M
Feb 14, 2022 Q4 2021
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
9.76K
+ 12.42%
$4.18M - $4.66M
88.3K $53.4M
Feb 08, 2022 Q4 2021
Financial Services Advisory Inc

BUY
 -
9.72K
+ 17.79%
$4.17M - $4.64M
64.4K $38.9M
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
9.65K
+ 17.71%
$4.14M - $4.61M
64.2K $38.8M
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
9.65K
+ 17.71%
$4.14M - $4.61M
64.2K $38.8M
Jan 20, 2022 Q4 2021
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
9.6K
+ 30.86%
$4.11M - $4.58M
40.7K $24.6M
Jan 28, 2022 Q4 2021
Simmons Bank

BUY
 -
9.52K
+ 10.43%
$4.08M - $4.55M
101K $60.9M
Feb 03, 2022 Q4 2021
First National Trust CO

BUY
 -
9.48K
+ 7.35%
$4.06M - $4.53M
138K $83.7M
Feb 10, 2022 Q4 2021
Pcg Wealth Advisors, LLC

BUY
 -
9.44K
New
$4.05M - $4.51M
9.44K $5.71M
Feb 11, 2022 Q4 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
9.4K
+ 110.39%
$4.03M - $4.49M
17.9K $10.8M
Jan 26, 2022 Q4 2021
Helen Stephens Group, LLC

BUY
 -
9.39K
New
$4.02M - $4.48M
9.39K $5.67M
Feb 15, 2022 Q4 2021
Lebenthal Global Advisors, LLC

BUY
 -
9.36K
+ 22.53%
$4.01M - $4.47M
50.9K $30.8M
Jun 13, 2022 Q4 2021
Tcwp LLC

Tampa, FL
BUY
 -
9.35K
New
$4.01M - $4.46M
9.35K $5.65M
Feb 03, 2022 Q4 2021
Hms Capital Management, LLC

BUY
 -
9.34K
+ 10.4%
$4M - $4.46M
99.1K $59.9M
Feb 24, 2022 Q4 2021
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
9.34K
New
$4M - $4.46M
9.34K $5.64M
May 02, 2022 Q4 2021
Provence Wealth Management Group

BUY
 -
9.32K
New
$4M - $4.45M
9.32K $5.63M
Feb 09, 2022 Q4 2021
Greenup Street Wealth Management LLC

BUY
 -
9.31K
New
$3.99M - $4.45M
9.31K $5.63M
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
9.29K
+ 704.86%
$3.98M - $4.44M
10.6K $6.41M
Feb 14, 2022 Q4 2021
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
9.21K
+ 27.24%
$3.95M - $4.4M
43K $26M
Feb 11, 2022 Q4 2021
Morton Brown Family Wealth, LLC

BUY
 -
9.15K
New
$3.92M - $4.37M
9.15K $5.53M
Jan 28, 2022 Q4 2021
Evolution Wealth Advisors, LLC

BUY
 -
9.01K
+ 8.18%
$3.86M - $4.3M
119K $72.1M
Feb 15, 2022 Q4 2021
Upper Left Wealth Management, LLC

BUY
 -
8.96K
New
$3.84M - $4.28M
8.96K $5.41M
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

BUY
 -
8.92K
+ 3.98%
$3.82M - $4.26M
233K $141M

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