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 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.7K- 33.47% |
$270K - $276K
|
21.2K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-11K- 85.58% |
$278K - $285K
|
1.85K
$47.7K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.5K- 26.72% |
$292K - $298K
|
31.6K
$814K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.9K- 25.26% |
$300K - $307K
|
35.1K
$904K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.9K- 25.03% |
$302K - $309K
|
35.8K
$922K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12.2K- 21.23% |
$309K - $317K
|
45.4K
$1.17M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.3K- 2.03% |
$310K - $317K
|
591K
$15.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-12.9K- 7.74% |
$326K - $333K
|
153K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.2K- 4.05% |
$334K - $342K
|
313K
$8.06M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14K- 37.93% |
$355K - $364K
|
23K
$592K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15K- 57.63% |
$381K - $390K
|
11.1K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 4.91% |
$417K - $427K
|
320K
$8.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-17.7K- 15.93% |
$447K - $457K
|
93.2K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.2K- 66.1% |
$460K - $470K
|
9.32K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21.9K- 46.08% |
$555K - $568K
|
25.7K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.2K- 68.41% |
$562K - $575K
|
10.3K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-23.8K- 7.9% |
$601K - $615K
|
277K
$7.13M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.6K- 6.73% |
$672K - $688K
|
368K
$9.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-30.9K- 74.95% |
$782K - $800K
|
10.3K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-32.7K- 9.35% |
$828K - $847K
|
317K
$8.17M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.5K- 7.33% |
$897K - $918K
|
448K
$11.5M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-48.9K- 6.8% |
$1.24M - $1.27M
|
670K
$17.3M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-50K- 60.31% |
$1.26M - $1.29M
|
32.9K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.4K- 20.04% |
$1.48M - $1.51M
|
233K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64K- 36.13% |
$1.62M - $1.66M
|
113K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-70.1K- 53.41% |
$1.77M - $1.81M
|
61.1K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.3K- 44.23% |
$1.93M - $1.97M
|
96.2K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-76.4K- 43.68% |
$1.93M - $1.98M
|
98.5K
$2.54M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-79.9K- 31.55% |
$2.02M - $2.07M
|
173K
$4.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-82.8K- 79.43% |
$2.09M - $2.14M
|
21.4K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.7K- 42.74% |
$2.14M - $2.19M
|
113K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-106K- 24.54% |
$2.69M - $2.75M
|
327K
$8.42M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 3.61% |
$3.36M - $3.43M
|
3.54M
$91.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 21.12% |
$4M - $4.1M
|
591K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 21.12% |
$4M - $4.1M
|
591K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-188K- 10.36% |
$4.75M - $4.86M
|
1.62M
$41.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-191K- 90.96% |
$4.84M - $4.95M
|
19K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-207K- 18.69% |
$5.23M - $5.35M
|
900K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-743K- 47.6% |
$18.8M - $19.2M
|
818K
$21.1M
|