Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.07K+ 4.37% |
$52.4K - $53.6K
|
49.4K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.83K+ 2.12% |
$46.2K - $47.3K
|
87.9K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.75K+ 18.81% |
$44.2K - $45.2K
|
11K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 764.89% |
$36.4K - $37.2K
|
1.63K
$41.9K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.16KNew |
$29.3K - $30K
|
1.16K
$29.9K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.14K+ 8.62% |
$28.8K - $29.5K
|
14.4K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.11K+ 48.45% |
$28K - $28.7K
|
3.39K
$87.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 12.28% |
$27.2K - $27.8K
|
9.83K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.06K+ 4.82% |
$26.9K - $27.5K
|
23.1K
$595K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.05K+ 5.6% |
$26.6K - $27.2K
|
19.8K
$510K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1KNew |
$25.3K - $25.9K
|
1K
$25.8K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
792+ 7.39% |
$20K - $20.5K
|
11.5K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
741+ 2.87% |
$18.7K - $19.2K
|
26.5K
$684K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
672+ 0.36% |
$17K - $17.4K
|
189K
$4.87M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
518New |
$13.1K - $13.4K
|
518
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
254+ 2.6% |
$6.43K - $6.58K
|
10K
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
237+ 0.11% |
$6K - $6.14K
|
223K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$5.06K - $5.18K
|
200
$5.15K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
170+ 10.75% |
$4.3K - $4.4K
|
1.75K
$45.1K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117+ 0.1% |
$2.96K - $3.03K
|
113K
$2.92M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
111+ 0.54% |
$2.81K - $2.87K
|
20.6K
$531K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
80+ 2.66% |
$2.02K - $2.07K
|
3.08K
$79.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
61+ 0.54% |
$1.54K - $1.58K
|
11.3K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.59% |
$1.32K - $1.35K
|
8.88K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
39+ 0.56% |
$987 - $1.01K
|
6.99K
$180K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
19+ 0.15% |
$481 - $492
|
13K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$253 - $259
|
15.5K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.05% |
$50.6 - $51.8
|
3.68K
$94.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$25.8
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$25.8
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1New |
$25.3 - $25.9
|
1
$25.8
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$25.3 - $25.9
|
25
$644
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$50.6 - $51.8
|
36.4K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-14- 1.72% |
$354 - $362
|
800
$20.6K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-17- 2.58% |
$430 - $440
|
641
$16.5K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 6.04% |
$835 - $854
|
513
$13.2K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-34- 15.18% |
$860 - $880
|
190
$4.89K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54- 76.06% |
$1.37K - $1.4K
|
17
$438
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-90- 8.7% |
$2.28K - $2.33K
|
945
$24.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-98- 1.61% |
$2.48K - $2.54K
|
5.98K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-161- 66.26% |
$4.07K - $4.17K
|
82
$2.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 37.95% |
$5.06K - $5.18K
|
327
$8.42K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-226- 1.97% |
$5.72K - $5.85K
|
11.2K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-252- 2.2% |
$6.38K - $6.52K
|
11.2K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-285- 1.24% |
$7.21K - $7.38K
|
22.7K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-360- 1.41% |
$9.11K - $9.32K
|
25.3K
$651K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-402- 0.41% |
$10.2K - $10.4K
|
98K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-435- 0.91% |
$11K - $11.3K
|
47.5K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-462- 0.97% |
$11.7K - $12K
|
47K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-528- 1.95% |
$13.4K - $13.7K
|
26.5K
$682K
|