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 15, 2022 Q4 2021
Peninsula Asset Management Inc

Bradenton, FL
SELL
 -
-1.61K
- 29.14%
$690K - $768K
3.91K $2.01M
Feb 03, 2022 Q4 2021
Greenhouse Wealth Management, LLC

SELL
 -
-1.62K
- 1.79%
$696K - $775K
89.2K $45.8M
Feb 08, 2022 Q4 2021
Motco

SELL
 -
-1.66K
- 33.73%
$712K - $793K
3.26K $1.68M
Feb 07, 2022 Q4 2021
Black Diamond Financial, LLC

SELL
 -
-1.67K
- 53.64%
$716K - $798K
1.44K $742K
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.7K
- 2.75%
$728K - $811K
60K $30.8M
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.71K
- 1.54%
$731K - $814K
109K $55.9M
Jan 21, 2022 Q4 2021
Tfo Tdc, LLC

SELL
 -
-1.71K
- 6.97%
$732K - $816K
22.8K $11.7M
Feb 11, 2022 Q4 2021
Qcm Cayman, Ltd.

SELL
 -
-1.71K
Closed
$734K - $817K
0 $0
Jan 25, 2022 Q4 2021
Burleson & Company, LLC

SELL
 -
-1.73K
- 6.49%
$742K - $826K
24.9K $12.8M
Feb 15, 2022 Q4 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-1.73K
- 7.0%
$742K - $826K
23K $11.8M
Jan 27, 2022 Q4 2021
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-1.75K
- 1.59%
$751K - $837K
108K $55.6M
Feb 02, 2022 Q4 2021
New York State Common Retirement Fund

SELL
 -
-1.76K
Closed
$756K - $842K
0 $0
Jan 19, 2022 Q4 2021
Lutz Financial Services LLC

SELL
 -
-1.79K
- 2.06%
$767K - $854K
84.9K $43.6M
Jan 18, 2022 Q4 2021
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-1.8K
- 11.81%
$772K - $859K
13.4K $6.91M
Feb 07, 2022 Q4 2021
Keybank National Association

SELL
 -
-1.8K
- 0.56%
$772K - $860K
322K $166M
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-1.85K
- 5.41%
$793K - $884K
32.3K $16.6M
Feb 10, 2022 Q4 2021
Cypress Capital, LLC

SELL
 -
-1.86K
- 2.07%
$796K - $886K
88K $45.2M
Jan 06, 2022 Q4 2021
Canton Hathaway, LLC

SELL
 -
-1.9K
- 82.21%
$812K - $905K
410 $211K
Feb 17, 2022 Q4 2021
Wafra Inc.

New York, NY
SELL
 -
-1.92K
- 3.24%
$823K - $917K
57.4K $29.5M
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-1.95K
Closed
$834K - $929K
0 $0
Feb 07, 2022 Q4 2021
Oakworth Capital, Inc.

SELL
 -
-1.95K
- 4.72%
$837K - $932K
39.4K $20.2M
Feb 17, 2023 Q4 2021
Artemis Wealth Advisors, LLC

SELL
 -
-2K
- 71.94%
$856K - $954K
779 $400K
Sep 11, 2023 Q4 2021
Artemis Wealth Advisors, LLC

SELL
 -
-2K
- 71.94%
$856K - $954K
779 $400K
Feb 16, 2022 Q4 2021
Menlo Advisors LLC

SELL
 -
-2.01K
- 81.05%
$862K - $960K
470 $242K
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-2.02K
- 19.76%
$864K - $963K
8.19K $4.21M
Jan 27, 2022 Q4 2021
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-2.02K
- 31.12%
$864K - $963K
4.46K $2.29M
Jan 25, 2022 Q4 2021
Jmg Financial Group, Ltd.

SELL
 -
-2.02K
- 0.69%
$867K - $966K
291K $149M
Jun 17, 2024 Q4 2021
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-2.03K
- 53.49%
$871K - $970K
1.77K $908K
Jan 20, 2022 Q4 2021
Sumitomo Mitsui Ds Asset Management Company, LTD

SELL
 -
-2.06K
- 24.98%
$881K - $982K
6.17K $3.17M
Jan 06, 2022 Q4 2021
Magnolia Capital Management LTD

SELL
 -
-2.06K
- 4.96%
$885K - $986K
39.6K $20.3M
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-2.08K
- 8.95%
$890K - $992K
21.1K $10.9M
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-2.09K
Closed
$895K - $997K
0 $0
Feb 07, 2022 Q4 2021
Shoker Investment Counsel, Inc.

Oxford, OH
SELL
 -
-2.11K
- 10.33%
$904K - $1.01M
18.3K $9.4M
Jan 10, 2022 Q4 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-2.12K
- 23.0%
$909K - $1.01M
7.1K $3.65M
Feb 16, 2022 Q4 2021
Academy Capital Management Inc

Waco, TX
SELL
 -
-2.12K
Closed
$909K - $1.01M
0 $0
Jan 28, 2022 Q4 2021
Bank Of The West

SELL
 -
-2.13K
- 3.72%
$915K - $1.02M
55.3K $28.4M
Feb 14, 2022 Q4 2021
Institutional & Family Asset Management, LLC

SELL
 -
-2.16K
- 3.5%
$925K - $1.03M
59.6K $30.6M
Jan 13, 2022 Q4 2021
Adirondack Trust CO

SELL
 -
-2.17K
- 4.63%
$931K - $1.04M
44.8K $23M
Feb 04, 2022 Q4 2021
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-2.18K
- 6.73%
$932K - $1.04M
30.2K $15.5M
Feb 11, 2022 Q4 2021
Syntal Capital Partners, LLC

Midland, TX
SELL
 -
-2.22K
- 6.96%
$951K - $1.06M
29.7K $15.3M
Jan 14, 2022 Q4 2021
Relyea Zuckerberg Hanson LLC

SELL
 -
-2.25K
- 18.03%
$963K - $1.07M
10.2K $5.25M
Jan 26, 2022 Q4 2021
Flc Capital Advisors

SELL
 -
-2.29K
- 56.03%
$982K - $1.09M
1.8K $924K
Jan 11, 2022 Q4 2021
Churchill Management Corp

SELL
 -
-2.3K
- 2.31%
$987K - $1.1M
97.5K $50.1M
Feb 11, 2022 Q4 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-2.33K
- 8.79%
$1M - $1.11M
24.2K $12.4M
Jan 18, 2022 Q4 2021
Yhb Investment Advisors, Inc.

SELL
 -
-2.34K
- 9.0%
$1M - $1.12M
23.7K $12.2M
Feb 14, 2022 Q4 2021
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-2.35K
- 0.7%
$1.01M - $1.12M
333K $171M
Feb 10, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
SELL
 -
-2.35K
- 86.84%
$1.01M - $1.12M
356 $183K
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-2.36K
- 21.31%
$1.01M - $1.13M
8.7K $4.47M
Feb 10, 2022 Q4 2021
Comerica Securities,Inc.

SELL
 -
-2.38K
- 5.76%
$1.02M - $1.13M
38.9K $20M

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