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 02, 2022 Q4 2021
Clarius Group, LLC

Seattle, WA
SELL
 -
-880
- 1.93%
$377K - $420K
44.8K $26.8M
Jan 19, 2022 Q4 2021
Bristlecone Advisors, LLC

SELL
 -
-888
- 3.52%
$381K - $424K
24.4K $14.6M
Jan 05, 2022 Q4 2021
Spence Asset Management

SELL
 -
-891
- 7.87%
$382K - $425K
10.4K $6.23M
Feb 03, 2022 Q4 2021
Jfs Wealth Advisors, LLC

SELL
 -
-895
- 6.34%
$384K - $427K
13.2K $7.9M
Feb 11, 2022 Q4 2021
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-921
- 3.01%
$395K - $440K
29.7K $17.8M
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-922
- 1.86%
$395K - $440K
48.7K $29.1M
Feb 15, 2022 Q4 2021
Hudson Portfolio Management LLC

Garrison, NY
SELL
 -
-924
- 27.5%
$396K - $441K
2.44K $1.46M
Feb 14, 2022 Q4 2021
Barr E S & CO

Lexington, KY
SELL
 -
-925
- 7.18%
$396K - $442K
12K $7.15M
Feb 14, 2022 Q4 2021
Chilton Capital Management LLC

Houston, TX
SELL
 -
-925
- 2.03%
$396K - $442K
44.7K $26.7M
Feb 16, 2022 Q4 2021
Castellan Group

Louisville, KY
SELL
 -
-933
- 11.06%
$400K - $445K
7.51K $4.49M
Feb 04, 2022 Q4 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-951
- 12.44%
$408K - $454K
6.69K $4M
Feb 02, 2022 Q4 2021
Hallmark Capital Management Inc

SELL
 -
-959
- 3.18%
$411K - $458K
29.2K $17.4M
Feb 11, 2022 Q4 2021
Goelzer Investment Management, Inc.

SELL
 -
-969
- 1.65%
$415K - $463K
57.6K $34.4M
Jan 27, 2022 Q4 2021
Andesa Financial Management Inc.

SELL
 -
-988
- 50.36%
$423K - $472K
974 $582K
Jan 25, 2022 Q4 2021
Asset Management Corp

SELL
 -
-992
- 36.09%
$425K - $474K
1.76K $1.05M
Feb 08, 2022 Q4 2021
Dorchester Wealth Management CO

SELL
 -
-1K
- 56.56%
$429K - $477K
768 $459K
Feb 14, 2022 Q4 2021
Telemetry Investments, L.L.C.

New York, NY
SELL
 -
-1K
Closed
$429K - $477K
0 $0
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-1.01K
- 2.28%
$431K - $480K
43.1K $25.8M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.02K
- 15.43%
$435K - $485K
5.57K $3.33M
Feb 14, 2022 Q4 2021
Financial Advisory Group

Houston, TX
SELL
 -
-1.03K
- 0.72%
$439K - $489K
141K $84.3M
Jan 21, 2022 Q4 2021
Pfg Advisors

SELL
 -
-1.03K
- 3.11%
$443K - $493K
32.2K $19.2M
Feb 11, 2022 Q4 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-1.04K
- 2.27%
$445K - $496K
44.7K $26.7M
Feb 04, 2022 Q4 2021
Ameraudi Asset Management, Inc.

SELL
 -
-1.04K
- 6.8%
$446K - $497K
14.3K $8.52M
Feb 01, 2022 Q4 2021
Grimes & Company, Inc.

SELL
 -
-1.04K
- 3.71%
$447K - $498K
27K $16.2M
Jan 26, 2022 Q4 2021
Birinyi Associates Inc

SELL
 -
-1.05K
- 1.19%
$451K - $502K
86.9K $52M
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-1.06K
- 44.25%
$454K - $506K
1.33K $797K
Feb 10, 2022 Q4 2021
Glovista Investments LLC

Jersey City, NJ
SELL
 -
-1.07K
Closed
$460K - $512K
0 $0
Feb 15, 2022 Q4 2021
Armbruster Capital Management, Inc.

SELL
 -
-1.07K
- 6.69%
$460K - $512K
15K $8.94M
Feb 11, 2022 Q4 2021
St Germain D J CO Inc

Springfield, MA
SELL
 -
-1.07K
- 3.8%
$460K - $512K
27.2K $16.2M
Feb 11, 2022 Q4 2021
State Of Wyoming

Cheyenne, WY
SELL
 -
-1.08K
- 61.23%
$462K - $514K
682 $408K
Feb 11, 2022 Q4 2021
Surevest, LLC

Los Angeles, CA
SELL
 -
-1.08K
- 7.77%
$463K - $515K
12.8K $7.66M
Feb 14, 2022 Q4 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-1.09K
- 1.13%
$466K - $519K
94.8K $56.7M
Feb 15, 2022 Q4 2021
Levin Capital Strategies, L.P.

New York, NY
SELL
 -
-1.11K
- 17.85%
$476K - $530K
5.11K $3.05M
Feb 23, 2022 Q4 2021
Cornerstone Advisory, LLC

SELL
 -
-1.12K
- 12.8%
$478K - $532K
7.6K $4.54M
Feb 08, 2022 Q4 2021
Choreo, LLC

Minneapolis, MN
SELL
 -
-1.12K
- 1.55%
$480K - $535K
71.3K $42.6M
Feb 15, 2022 Q4 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.13K
- 10.16%
$483K - $538K
9.96K $5.95M
Oct 13, 2022 Q4 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.13K
- 10.16%
$483K - $538K
9.96K $5.95M
Jan 07, 2022 Q4 2021
Beacon Financial Group

SELL
 -
-1.13K
- 40.83%
$485K - $540K
1.64K $980K
Feb 09, 2022 Q4 2021
Emerson Wealth, LLC

SELL
 -
-1.13K
- 9.28%
$485K - $541K
11.1K $6.61M
Feb 03, 2022 Q4 2021
Sawgrass Asset Management LLC

SELL
 -
-1.13K
Closed
$486K - $541K
0 $0
Jan 21, 2022 Q4 2021
Aaron Wealth Advisors LLC

SELL
 -
-1.14K
- 8.14%
$489K - $544K
12.9K $7.69M
Feb 10, 2022 Q4 2021
Guardian Capital Advisors LP

Toronto, A6
SELL
 -
-1.14K
- 8.93%
$489K - $545K
11.6K $6.95M
Jan 27, 2022 Q4 2021
Fi3 Financial Advisors, LLC

SELL
 -
-1.15K
- 3.62%
$492K - $548K
30.6K $18.3M
Feb 14, 2022 Q4 2021
Comprehensive Financial Management LLC

Los Gatos, CA
SELL
 -
-1.15K
- 3.77%
$493K - $549K
29.4K $17.6M
Feb 08, 2022 Q4 2021
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-1.16K
- 0.63%
$497K - $554K
183K $110M
Feb 14, 2022 Q4 2021
Wealthsource Partners, LLC

SELL
 -
-1.16K
- 7.05%
$498K - $555K
15.3K $9.16M
Feb 09, 2022 Q4 2021
Condor Capital Management

Martinsville, NJ
SELL
 -
-1.17K
- 1.63%
$499K - $556K
70.5K $42.1M
Jan 10, 2022 Q4 2021
Capital Investment Advisors, LLC

SELL
 -
-1.17K
- 7.36%
$500K - $557K
14.7K $8.78M
Feb 10, 2022 Q4 2021
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-1.17K
- 1.48%
$501K - $558K
77.7K $46.4M

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