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
North Star Asset Management Inc

SELL
 -
-120
- 1.87%
$51.4K - $57.3K
6.28K $3.44M
Feb 09, 2022 Q4 2021
Archer Investment Corp

SELL
 -
-120
- 3.6%
$51.4K - $57.3K
3.21K $1.76M
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-120
- 1.46%
$51.4K - $57.3K
8.07K $4.41M
Jan 26, 2022 Q4 2021
Successful Portfolios LLC

SELL
 -
-122
- 0.44%
$52.3K - $58.3K
27.3K $14.9M
Feb 07, 2022 Q4 2021
Armor Investment Advisors, LLC

SELL
 -
-122
- 8.86%
$52.3K - $58.3K
1.26K $686K
Jan 20, 2022 Q4 2021
Transcend Capital Advisors, LLC

SELL
 -
-124
- 0.49%
$53.2K - $59.2K
25.3K $13.8M
Jan 27, 2022 Q4 2021
Community Bank, N.A.

SELL
 -
-124
- 0.64%
$53.2K - $59.2K
19.2K $10.5M
Jan 21, 2022 Q4 2021
Sabal Trust CO

SELL
 -
-125
- 2.52%
$53.6K - $59.7K
4.83K $2.64M
Feb 08, 2022 Q4 2021
Private Management Group Inc

SELL
 -
-125
- 9.88%
$53.6K - $59.7K
1.14K $623K
Feb 11, 2022 Q4 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-125
- 0.8%
$53.6K - $59.7K
15.6K $8.52M
Jan 27, 2022 Q4 2021
Hartford Financial Management Inc.

SELL
 -
-128
- 52.89%
$54.9K - $61.1K
114 $62.3K
Feb 17, 2022 Q4 2021
Oldfather Financial Services, LLC

SELL
 -
-128
- 0.44%
$54.9K - $61.1K
28.7K $15.7M
Feb 09, 2022 Q4 2021
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-128
- 0.61%
$54.9K - $61.1K
21K $11.5M
Feb 10, 2022 Q4 2021
Towercrest Capital Management

Newtown, PA
SELL
 -
-129
- 0.45%
$55.3K - $61.6K
28.7K $15.7M
Jan 31, 2022 Q4 2021
Toth Financial Advisory Corp

SELL
 -
-130
- 2.81%
$55.7K - $62.1K
4.5K $2.46M
Feb 09, 2022 Q4 2021
River Glades Family Offices LLC

Naples, FL
SELL
 -
-130
- 4.4%
$55.7K - $62.1K
2.82K $1.54M
Jan 21, 2022 Q4 2021
Inspirion Wealth Advisors, LLC

SELL
 -
-133
- 2.53%
$57K - $63.5K
5.12K $2.8M
Feb 11, 2022 Q4 2021
Valley National Advisers Inc

SELL
 -
-134
- 2.9%
$57.4K - $64K
4.49K $2.45M
Jan 24, 2022 Q4 2021
West Branch Capital LLC

SELL
 -
-134
- 0.6%
$57.4K - $64K
22.1K $12.1M
Jan 31, 2022 Q4 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-135
- 5.24%
$57.9K - $64.5K
2.44K $1.34M
Jan 27, 2022 Q4 2021
Plimoth Trust CO LLC

SELL
 -
-137
- 22.28%
$58.7K - $65.4K
478 $261K
Jan 24, 2022 Q4 2021
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-137
- 3.54%
$58.7K - $65.4K
3.73K $2.04M
Feb 07, 2022 Q4 2021
Inverness Counsel LLC

SELL
 -
-138
- 2.3%
$59.2K - $65.9K
5.87K $3.21M
Feb 14, 2022 Q4 2021
Iconiq Capital, LLC

San Francisco, CA
SELL
 -
-138
- 1.37%
$59.2K - $65.9K
9.91K $5.42M
Feb 11, 2022 Q4 2021
Clifford Swan Investment Counsel LLC

SELL
 -
-140
- 0.78%
$60K - $66.8K
17.8K $9.73M
Feb 09, 2022 Q4 2021
Waypoint Wealth Partners Inc.

SELL
 -
-140
- 13.44%
$60K - $66.8K
902 $493K
Feb 03, 2022 Q4 2021
Intrust Bank Na

Wichita, KS
SELL
 -
-144
- 0.32%
$61.7K - $68.8K
44.9K $24.6M
Feb 01, 2022 Q4 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-145
- 0.63%
$62.2K - $69.2K
23K $12.6M
Mar 23, 2022 Q4 2021
City State Bank

Norwalk, IA
SELL
 -
-146
- 3.6%
$62.6K - $69.7K
3.91K $2.14M
Feb 07, 2022 Q4 2021
Rede Wealth, LLC

SELL
 -
-147
- 1.42%
$63K - $70.2K
10.2K $5.57M
Jan 21, 2022 Q4 2021
Beacon Financial Advisory LLC

SELL
 -
-147
- 1.93%
$63K - $70.2K
7.46K $4.08M
Jan 18, 2022 Q4 2021
Wc Walker & Associates, Inc.

SELL
 -
-148
- 4.78%
$63.4K - $70.7K
2.95K $1.61M
Jan 31, 2022 Q4 2021
Klingman & Associates, LLC

SELL
 -
-148
- 0.11%
$63.4K - $70.7K
130K $70.8M
Feb 14, 2022 Q4 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-150
- 4.51%
$64.3K - $71.6K
3.18K $1.74M
Jan 26, 2022 Q4 2021
Patten & Patten Inc

SELL
 -
-151
- 0.51%
$64.7K - $72.1K
29.4K $16.1M
Feb 14, 2022 Q4 2021
Orin Green Financial, LLC

SELL
 -
-152
- 1.9%
$65.2K - $72.6K
7.85K $4.29M
Jan 25, 2022 Q4 2021
Private Ocean, LLC

SELL
 -
-152
- 1.68%
$65.2K - $72.6K
8.92K $4.87M
Feb 14, 2022 Q4 2021
Pitcairn CO

Jenkintown, PA
SELL
 -
-152
- 1.49%
$65.2K - $72.6K
10.1K $5.51M
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-153
Closed
$65.6K - $73.1K
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-153
Closed
$65.6K - $73.1K
0 $0
Feb 01, 2022 Q4 2021
Mma Asset Management LLC

New York, NY
SELL
 -
-153
- 23.79%
$65.6K - $73.1K
490 $268K
Feb 10, 2022 Q4 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-155
- 1.17%
$66.4K - $74K
13.1K $7.15M
Feb 03, 2022 Q4 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-156
- 3.11%
$66.9K - $74.5K
4.86K $2.65M
Nov 18, 2022 Q4 2021
Citizens Business Bank

Ontario, CA
SELL
 -
-156
- 0.56%
$66.9K - $74.5K
27.5K $15M
Jan 31, 2022 Q4 2021
Bray Capital Advisors

SELL
 -
-158
- 2.4%
$67.7K - $75.4K
6.43K $3.52M
Jan 26, 2022 Q4 2021
Ullmann Wealth Partners Group, LLC

SELL
 -
-160
- 3.53%
$68.6K - $76.4K
4.37K $2.39M
Feb 03, 2022 Q4 2021
M.D. Sass Investors Services, Inc.

New York, NY
SELL
 -
-160
- 2.92%
$68.6K - $76.4K
5.31K $2.9M
Feb 09, 2022 Q4 2021
Swmg, LLC

Fort Worth, TX
SELL
 -
-161
- 6.01%
$69K - $76.9K
2.52K $1.38M
Aug 28, 2024 Q4 2021
Farmers National Bank

Danville, KY
SELL
 -
-162
- 6.36%
$69.4K - $77.4K
2.39K $1.3M

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