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 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
880+ 2.2% |
$22.2K - $23.2K
|
40.8K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
804+ 35.43% |
$20.3K - $21.2K
|
3.07K
$79.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
773+ 0.78% |
$19.5K - $20.4K
|
99.5K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
631+ 60.67% |
$15.9K - $16.6K
|
1.67K
$43.3K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
455+ 46.29% |
$11.5K - $12K
|
1.44K
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
315+ 13.56% |
$7.94K - $8.31K
|
2.64K
$68.3K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
256+ 0.83% |
$6.45K - $6.75K
|
31.1K
$806K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
249New |
$6.28K - $6.57K
|
249
$6.45K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
230New |
$5.8K - $6.07K
|
230
$5.95K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 4.92% |
$4.97K - $5.2K
|
4.2K
$109K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
193+ 2.02% |
$4.87K - $5.09K
|
9.75K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
170+ 229.73% |
$4.29K - $4.48K
|
244
$6.32K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
161+ 0.48% |
$4.06K - $4.25K
|
33.4K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
160+ 1.64% |
$4.03K - $4.22K
|
9.91K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132+ 150.0% |
$3.33K - $3.48K
|
220
$5.7K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
128+ 0.42% |
$3.23K - $3.38K
|
30.8K
$797K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 10.92% |
$2.95K - $3.09K
|
1.19K
$30.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79New |
$1.99K - $2.08K
|
79
$2.05K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
73+ 30.17% |
$1.84K - $1.93K
|
315
$8.16K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69New |
$1.74K - $1.82K
|
69
$1.79K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
54+ 1.3% |
$1.36K - $1.42K
|
4.22K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 6.28% |
$933 - $976
|
626
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$454 - $475
|
18
$466
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.87% |
$50.4 - $52.8
|
233
$6.03K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.1% |
$50.4 - $52.8
|
1.92K
$49.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.25% |
$25.2 - $26.4
|
402
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.95% |
$227 - $237
|
942
$24.4K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-29- 0.27% |
$731 - $765
|
10.8K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 0.15% |
$1.36K - $1.42K
|
37K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-73- 7.67% |
$1.84K - $1.93K
|
879
$22.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-97- 0.25% |
$2.45K - $2.56K
|
38.4K
$993K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-140- 1.77% |
$3.53K - $3.69K
|
7.77K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-151- 31.59% |
$3.81K - $3.98K
|
327
$8.47K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-209- 2.27% |
$5.27K - $5.51K
|
9.01K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-210- 1.4% |
$5.29K - $5.54K
|
14.8K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-237- 0.79% |
$5.97K - $6.25K
|
29.8K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-291- 5.93% |
$7.34K - $7.68K
|
4.62K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-327Closed |
$8.24K - $8.63K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-337- 3.73% |
$8.5K - $8.89K
|
8.71K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-384- 4.43% |
$9.68K - $10.1K
|
8.28K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-470- 3.45% |
$11.8K - $12.4K
|
13.2K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-488- 1.47% |
$12.3K - $12.9K
|
32.6K
$845K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-498- 14.41% |
$12.6K - $13.1K
|
2.96K
$76.6K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-551- 2.63% |
$13.9K - $14.5K
|
20.4K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-566- 2.19% |
$14.3K - $14.9K
|
25.3K
$654K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-593- 3.39% |
$14.9K - $15.6K
|
16.9K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-680- 3.61% |
$17.1K - $17.9K
|
18.2K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-793- 5.33% |
$20K - $20.9K
|
14.1K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-795- 2.0% |
$20K - $21K
|
39K
$1.01M
|