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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.71M+ 8652.39% |
$68.2M - $71.4M
|
2.74M
$70.9M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26M+ 11131.42% |
$31.7M - $33.2M
|
1.27M
$32.9M
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
596K+ 76.14% |
$15M - $15.7M
|
1.38M
$35.7M
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
289KNew |
$7.29M - $7.62M
|
289K
$7.48M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
124K+ 80.88% |
$3.13M - $3.28M
|
278K
$7.19M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 27.46% |
$2.96M - $3.1M
|
545K
$14.1M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
113KNew |
$2.86M - $2.99M
|
113K
$2.93M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.4K+ 266.96% |
$1.47M - $1.54M
|
80.3K
$2.08M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.7KNew |
$1.25M - $1.31M
|
49.7K
$1.29M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.7K+ 324.79% |
$1.15M - $1.21M
|
59.7K
$1.55M
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
42.5K+ 5.5% |
$1.07M - $1.12M
|
815K
$21.1M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
37.5K+ 192.82% |
$945K - $989K
|
56.9K
$1.47M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
27.4K+ 23.5% |
$691K - $723K
|
144K
$3.73M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24.6K+ 4.32% |
$621K - $650K
|
595K
$15.4M
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
21.9K+ 21.37% |
$553K - $578K
|
125K
$3.22M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 7488.78% |
$387K - $405K
|
15.6K
$403K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
12.5KNew |
$314K - $329K
|
12.5K
$323K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.6KNew |
$293K - $307K
|
11.6K
$301K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8K+ 7.18% |
$272K - $285K
|
161K
$4.18M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.99KNew |
$252K - $263K
|
9.99K
$259K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.61KNew |
$242K - $253K
|
9.61K
$249K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.39K+ 8.23% |
$237K - $248K
|
124K
$3.2M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.22KNew |
$232K - $243K
|
9.22K
$239K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.63KNew |
$218K - $228K
|
8.63K
$224K
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.95KNew |
$201K - $210K
|
7.95K
$206K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $206K
|
7.83K
$203K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.01K+ 6.29% |
$177K - $185K
|
118K
$3.07M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.5K+ 13.91% |
$164K - $171K
|
53.3K
$1.38M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.41K+ 110.83% |
$161K - $169K
|
12.2K
$315K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.97K+ 9.46% |
$151K - $158K
|
69.1K
$1.79M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
5.67KNew |
$143K - $149K
|
5.67K
$147K
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.74K+ 25.68% |
$120K - $125K
|
23.2K
$601K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.61K+ 35.73% |
$116K - $122K
|
17.5K
$453K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
4.36K+ 1.89% |
$110K - $115K
|
235K
$6.09M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.24KNew |
$107K - $112K
|
4.24K
$110K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.58K+ 0.4% |
$90.2K - $94.4K
|
900K
$23.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.53K+ 7.48% |
$88.9K - $93.1K
|
50.7K
$1.31M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.86K+ 4.57% |
$72.2K - $75.5K
|
65.5K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.83K+ 10.45% |
$71.4K - $74.7K
|
29.9K
$774K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.5K+ 6.93% |
$63K - $66K
|
38.6K
$998K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.5K+ 11.98% |
$62.9K - $65.9K
|
23.3K
$604K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 36.45% |
$56K - $58.6K
|
8.31K
$215K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.03K+ 2.61% |
$51.2K - $53.5K
|
79.7K
$2.06M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2K+ 19.95% |
$50.4K - $52.8K
|
12K
$311K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 8.86% |
$48.9K - $51.2K
|
23.8K
$617K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.81K+ 14.25% |
$45.6K - $47.7K
|
14.5K
$375K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.69KNew |
$42.5K - $44.5K
|
1.69K
$43.7K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09KNew |
$27.4K - $28.7K
|
1.09K
$28.1K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 12.49% |
$26.2K - $27.4K
|
9.35K
$242K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
980+ 10.6% |
$24.7K - $25.9K
|
10.2K
$265K
|