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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.19K- 93.06% |
$185K - $192K
|
536
$13.7K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.29K- 45.04% |
$187K - $194K
|
8.89K
$227K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.42K- 11.76% |
$191K - $198K
|
55.7K
$1.42M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.61K- 2.58% |
$195K - $203K
|
287K
$7.32M
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.73K- 46.18% |
$199K - $206K
|
9.01K
$230K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.59K- 12.67% |
$221K - $229K
|
59.2K
$1.51M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.1K- 3.35% |
$234K - $243K
|
263K
$6.71M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.24KClosed |
$237K - $246K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.36K- 8.32% |
$241K - $250K
|
103K
$2.63M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-9.55K- 50.0% |
$245K - $255K
|
9.55K
$244K
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-10.8K- 21.98% |
$276K - $287K
|
38.2K
$974K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.2K- 23.01% |
$286K - $297K
|
37.3K
$952K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 0.88% |
$291K - $302K
|
1.28M
$32.6M
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-11.6K- 4.06% |
$297K - $309K
|
273K
$6.98M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.7K- 11.67% |
$301K - $312K
|
88.6K
$2.26M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.7K- 11.67% |
$301K - $312K
|
88.6K
$2.26M
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-13K- 43.21% |
$334K - $347K
|
17.1K
$436K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13.8K- 26.63% |
$354K - $368K
|
38K
$970K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15K- 23.9% |
$385K - $400K
|
47.7K
$1.22M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.6K- 21.18% |
$426K - $442K
|
61.7K
$1.58M
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-17.1K- 8.44% |
$439K - $456K
|
185K
$4.73M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-18.1K- 51.76% |
$466K - $484K
|
16.9K
$432K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.2K- 70.73% |
$467K - $485K
|
7.52K
$192K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.6K- 68.73% |
$530K - $551K
|
9.4K
$240K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.7K- 34.67% |
$533K - $553K
|
39.1K
$997K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 14.18% |
$537K - $557K
|
127K
$3.23M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-22.4K- 42.69% |
$576K - $598K
|
30.1K
$768K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-25.2K- 42.44% |
$647K - $672K
|
34.2K
$872K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.9K- 40.44% |
$665K - $691K
|
38.1K
$973K
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-25.9K- 31.34% |
$667K - $692K
|
56.8K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-26.2K- 12.87% |
$673K - $698K
|
177K
$4.52M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-29.6K- 79.26% |
$760K - $789K
|
7.75K
$198K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 50.64% |
$772K - $801K
|
29.3K
$747K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.1K- 24.17% |
$800K - $830K
|
97.7K
$2.49M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-36.8K- 42.18% |
$944K - $980K
|
50.4K
$1.29M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-42.9K- 61.84% |
$1.1M - $1.14M
|
26.4K
$675K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46K- 79.51% |
$1.18M - $1.23M
|
11.9K
$303K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.1K- 73.07% |
$1.42M - $1.47M
|
20.3K
$519K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.5K- 14.48% |
$1.55M - $1.61M
|
357K
$9.12M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.5K- 6.94% |
$1.55M - $1.61M
|
812K
$20.7M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-67.1K- 82.89% |
$1.72M - $1.79M
|
13.9K
$354K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-82.3K- 18.78% |
$2.11M - $2.19M
|
356K
$9.09M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-83.9K- 2.42% |
$2.16M - $2.24M
|
3.38M
$86.3M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.8K- 86.05% |
$2.18M - $2.26M
|
13.7K
$351K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-92K- 31.53% |
$2.36M - $2.45M
|
200K
$5.1M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-96.9K- 83.0% |
$2.49M - $2.58M
|
19.8K
$507K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-99.2K- 71.68% |
$2.55M - $2.65M
|
39.2K
$1M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-108K- 53.76% |
$2.78M - $2.89M
|
93.2K
$2.38M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 50.66% |
$2.86M - $2.97M
|
109K
$2.77M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-132K- 18.4% |
$3.4M - $3.53M
|
586K
$15M
|