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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-135- 1.22% |
$3.47K - $3.6K
|
10.9K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-137- 0.41% |
$3.52K - $3.65K
|
33.1K
$853K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-144- 0.33% |
$3.7K - $3.84K
|
43.7K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-168- 4.27% |
$4.32K - $4.48K
|
3.76K
$96.9K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-170Closed |
$4.37K - $4.53K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-173- 14.74% |
$4.44K - $4.61K
|
1K
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-243- 31.56% |
$6.24K - $6.48K
|
527
$13.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-243- 1.53% |
$6.24K - $6.48K
|
15.6K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-271- 0.8% |
$6.96K - $7.23K
|
33.4K
$861K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-295- 98.33% |
$7.58K - $7.87K
|
5
$129
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-303- 1.29% |
$7.78K - $8.08K
|
23.1K
$596K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-336- 0.91% |
$8.63K - $8.96K
|
36.7K
$944K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-381- 3.75% |
$9.79K - $10.2K
|
9.78K
$252K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-429- 3.7% |
$11K - $11.4K
|
11.2K
$288K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-541- 3.09% |
$13.9K - $14.4K
|
16.9K
$436K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-546- 2.55% |
$14K - $14.6K
|
20.9K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 35.49% |
$14.4K - $14.9K
|
1.02K
$26.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-657- 0.64% |
$16.9K - $17.5K
|
102K
$2.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-673- 2.84% |
$17.3K - $17.9K
|
23K
$592K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-695- 15.95% |
$17.9K - $18.5K
|
3.66K
$94.3K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-752- 7.06% |
$19.3K - $20.1K
|
9.89K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-902- 7.43% |
$23.2K - $24.1K
|
11.2K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-967- 3.72% |
$24.8K - $25.8K
|
25K
$644K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-975- 4.02% |
$25K - $26K
|
23.3K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.03K- 2.28% |
$26.6K - $27.6K
|
44.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.06K- 44.05% |
$27.1K - $28.1K
|
1.34K
$34.5K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 4.36% |
$30.6K - $31.8K
|
26.2K
$674K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.26K- 2.97% |
$32.2K - $33.5K
|
41.1K
$1.06M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.4K- 11.44% |
$36K - $37.3K
|
10.8K
$279K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.4KClosed |
$36.1K - $37.4K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.45K- 13.58% |
$37.3K - $38.7K
|
9.24K
$238K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 1.19% |
$38.8K - $40.3K
|
126K
$3.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.7K- 1.48% |
$43.5K - $45.2K
|
113K
$2.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.7K- 8.01% |
$43.6K - $45.3K
|
19.5K
$503K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 4.27% |
$44.1K - $45.8K
|
38.5K
$991K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.92K- 3.52% |
$49.3K - $51.2K
|
52.7K
$1.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.93K- 13.55% |
$49.5K - $51.4K
|
12.3K
$317K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 1.88% |
$55.5K - $57.6K
|
113K
$2.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.26K- 19.67% |
$58K - $60.2K
|
9.21K
$237K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.26K- 23.03% |
$58K - $60.2K
|
7.55K
$194K
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.49K- 5.42% |
$63.8K - $66.3K
|
43.3K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 40.02% |
$71.2K - $73.9K
|
4.15K
$107K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.92K- 11.14% |
$74.9K - $77.8K
|
23.3K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.95K- 95.45% |
$101K - $105K
|
188
$4.84K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.08K- 9.71% |
$105K - $109K
|
38K
$978K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.09K- 2.25% |
$105K - $109K
|
178K
$4.58M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 93.38% |
$123K - $128K
|
340
$8.76K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.11K- 11.8% |
$131K - $136K
|
38.2K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.27K- 33.61% |
$161K - $167K
|
12.4K
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.71K- 27.28% |
$172K - $179K
|
17.9K
$461K
|