Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
289KNew |
$7.29M - $7.62M
|
289K
$7.46M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.7KNew |
$1.25M - $1.31M
|
49.7K
$1.28M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 7488.78% |
$387K - $405K
|
15.6K
$402K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.63KNew |
$218K - $228K
|
8.63K
$223K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $206K
|
7.83K
$202K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.5K+ 13.91% |
$164K - $171K
|
53.3K
$1.38M
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.74K+ 25.68% |
$120K - $125K
|
23.2K
$599K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
773+ 0.78% |
$19.5K - $20.4K
|
99.5K
$2.57M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 0.15% |
$1.36K - $1.42K
|
37K
$954K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-209- 2.27% |
$5.27K - $5.51K
|
9.01K
$233K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-470- 3.45% |
$11.8K - $12.4K
|
13.2K
$340K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-498- 14.41% |
$12.6K - $13.1K
|
2.96K
$76.4K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-899- 4.9% |
$22.7K - $23.7K
|
17.5K
$451K
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-1.05K- 0.97% |
$26.5K - $27.7K
|
107K
$2.77M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.27K- 14.31% |
$57.3K - $60K
|
13.6K
$352K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.28K- 20.47% |
$57.6K - $60.3K
|
8.87K
$229K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 5.01% |
$92.8K - $97.1K
|
69.9K
$1.8M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.69K- 16.35% |
$118K - $124K
|
24K
$620K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22.8K- 21.96% |
$575K - $601K
|
81K
$2.09M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-26.8K- 41.74% |
$676K - $707K
|
37.4K
$966K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87.1K- 54.46% |
$2.2M - $2.3M
|
72.9K
$1.88M
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-327K- 95.1% |
$8.25M - $8.63M
|
16.8K
$435K
|