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 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.09K+ 22.76% |
$79.3K - $82.4K
|
16.7K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.07K+ 17.56% |
$78.8K - $81.8K
|
20.5K
$524K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.87K+ 9.15% |
$73.7K - $76.5K
|
34.3K
$874K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.78K+ 5.89% |
$71.5K - $74.2K
|
50.1K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.47K+ 31.28% |
$63.6K - $66K
|
10.4K
$265K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.16K+ 3.34% |
$55.6K - $57.7K
|
67K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.11K+ 30.25% |
$54.3K - $56.4K
|
9.1K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.72K+ 2.52% |
$44.3K - $46K
|
70.1K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.71K+ 79.05% |
$44K - $45.7K
|
3.88K
$99K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67K+ 3.94% |
$42.8K - $44.4K
|
43.9K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 236.2% |
$37.4K - $38.8K
|
2.07K
$52.9K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.4K+ 5.09% |
$35.9K - $37.3K
|
28.9K
$737K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.39K+ 82.74% |
$35.7K - $37.1K
|
3.07K
$78.3K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.39K+ 9.21% |
$35.6K - $37K
|
16.4K
$419K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.08KNew |
$27.6K - $28.7K
|
1.08K
$27.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
827+ 1.37% |
$21.2K - $22.1K
|
61.2K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
685+ 3.13% |
$17.6K - $18.3K
|
22.6K
$576K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
670+ 2.44% |
$17.2K - $17.9K
|
28.1K
$717K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
647+ 7.74% |
$16.6K - $17.3K
|
9.01K
$230K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
602New |
$15.5K - $16.1K
|
602
$15.4K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
600+ 0.78% |
$15.4K - $16K
|
77.5K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
464+ 0.44% |
$11.9K - $12.4K
|
105K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 0.74% |
$10.3K - $10.7K
|
54.7K
$1.4M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 0.74% |
$10.3K - $10.7K
|
54.7K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
400+ 11.81% |
$10.3K - $10.7K
|
3.79K
$96.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
358New |
$9.2K - $9.55K
|
358
$9.14K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
320New |
$8.22K - $8.53K
|
320
$8.17K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
288+ 1.94% |
$7.4K - $7.68K
|
15.2K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
235+ 255.43% |
$6.04K - $6.27K
|
327
$8.35K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
170New |
$4.37K - $4.53K
|
170
$4.34K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
141New |
$3.62K - $3.76K
|
141
$3.6K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
117+ 5.85% |
$3.01K - $3.12K
|
2.12K
$54K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
116+ 0.31% |
$2.98K - $3.09K
|
37.8K
$965K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
95+ 0.78% |
$2.44K - $2.53K
|
12.3K
$314K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 0.86% |
$2.41K - $2.51K
|
11.1K
$283K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88New |
$2.26K - $2.35K
|
88
$2.25K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
55+ 2.68% |
$1.41K - $1.47K
|
2.11K
$53.8K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 0.24% |
$1.21K - $1.25K
|
19.8K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
18+ 0.17% |
$462 - $480
|
10.3K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3New |
$77.1 - $80
|
3
$76.6
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$51.4 - $53.3
|
2
$51
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$25.7 - $26.7
|
1
$25.5
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$25.7 - $26.7
|
693
$17.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$25.7 - $26.7
|
9.56K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19- 39.58% |
$488 - $507
|
29
$740
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20- 1.59% |
$514 - $533
|
1.24K
$31.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-101- 1.4% |
$2.59K - $2.69K
|
7.09K
$181K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-103- 9.09% |
$2.65K - $2.75K
|
1.03K
$26.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-120- 1.45% |
$3.08K - $3.2K
|
8.18K
$209K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-128- 1.19% |
$3.29K - $3.41K
|
10.7K
$272K
|