Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO TIP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
387K+ 147.01% |
$9.93M - $10.3M
|
649K
$16.6M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
254KNew |
$6.54M - $6.79M
|
254K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173K+ 63.87% |
$4.45M - $4.62M
|
444K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
127KNew |
$3.25M - $3.38M
|
127K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
107K+ 29.95% |
$2.75M - $2.85M
|
464K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104K+ 241.77% |
$2.67M - $2.78M
|
147K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
103K+ 366.78% |
$2.66M - $2.76M
|
132K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
102K+ 117.28% |
$2.62M - $2.72M
|
189K
$4.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
98K+ 991.75% |
$2.52M - $2.61M
|
108K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
96.6KNew |
$2.48M - $2.58M
|
96.6K
$2.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
93.4KNew |
$2.4M - $2.49M
|
93.4K
$2.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
83.3K+ 100.22% |
$2.14M - $2.22M
|
166K
$4.24M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
51.4K+ 76.48% |
$1.32M - $1.37M
|
118K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
47.2K+ 39.17% |
$1.21M - $1.26M
|
168K
$4.28M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.2K+ 393.52% |
$1.21M - $1.26M
|
59.2K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.8K+ 796.01% |
$1.15M - $1.2M
|
50.5K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
44KNew |
$1.13M - $1.17M
|
44K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
42.5K+ 0.55% |
$1.09M - $1.13M
|
7.71M
$197M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
35K+ 15.21% |
$899K - $934K
|
265K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
32.2K+ 15.23% |
$827K - $859K
|
244K
$6.22M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.2KNew |
$775K - $805K
|
30.2K
$770K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29K+ 431.61% |
$745K - $773K
|
35.7K
$912K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29K+ 431.61% |
$745K - $773K
|
35.7K
$912K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
24KNew |
$617K - $640K
|
24K
$613K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
22.4K+ 16.53% |
$575K - $597K
|
158K
$4.02M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 13.83% |
$546K - $567K
|
175K
$4.47M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.8K+ 36.3% |
$432K - $448K
|
63.1K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.8K+ 48.9% |
$355K - $369K
|
42.1K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.1KNew |
$336K - $349K
|
13.1K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7K+ 74.83% |
$275K - $285K
|
25K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4KNew |
$266K - $276K
|
10.4K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9K+ 51.71% |
$231K - $240K
|
26.4K
$674K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.3KNew |
$213K - $221K
|
8.3K
$212K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.94KNew |
$204K - $212K
|
7.94K
$203K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
7.71K+ 5.08% |
$198K - $205K
|
160K
$4.07M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.51K+ 1144.21% |
$193K - $200K
|
8.16K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.42K+ 13.33% |
$191K - $198K
|
63.1K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
6.96K+ 1.45% |
$179K - $186K
|
486K
$12.4M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
6.94K+ 59.69% |
$178K - $185K
|
18.6K
$474K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.83K+ 65.96% |
$175K - $182K
|
17.2K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.58K+ 11.76% |
$169K - $175K
|
62.5K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 1.46% |
$140K - $146K
|
380K
$9.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.77K+ 4.59% |
$123K - $127K
|
109K
$2.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
4.7K+ 4.0% |
$121K - $125K
|
122K
$3.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.7K+ 6.95% |
$121K - $125K
|
72.2K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.49K+ 4.27% |
$115K - $120K
|
110K
$2.8M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.74KNew |
$96.1K - $99.7K
|
3.74K
$95.4K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.71K+ 7.92% |
$95.2K - $98.8K
|
50.5K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.2K+ 32.65% |
$82.2K - $85.3K
|
13K
$332K
|