Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
450K+ 414.62% |
$11.6M - $12M
|
559K
$14.3M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
393KNew |
$10.1M - $10.5M
|
393K
$10M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230K+ 9.21% |
$5.91M - $6.14M
|
2.73M
$69.6M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
203K+ 137.86% |
$5.21M - $5.41M
|
350K
$8.93M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
171K+ 2.22% |
$4.4M - $4.57M
|
7.88M
$201M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
125K+ 1078.96% |
$3.2M - $3.32M
|
136K
$3.47M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
101K+ 930.28% |
$2.61M - $2.71M
|
112K
$2.87M
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
59.2K+ 10.1% |
$1.52M - $1.58M
|
646K
$16.5M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 2.18% |
$1.39M - $1.44M
|
2.53M
$64.5M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.9K+ 37.11% |
$1.26M - $1.3M
|
181K
$4.61M
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
47.7K+ 19.56% |
$1.22M - $1.27M
|
291K
$7.43M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.2K+ 202.77% |
$1.06M - $1.1M
|
61.5K
$1.57M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.7K+ 65.45% |
$995K - $1.03M
|
97.9K
$2.5M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$747K - $776K
|
29.1K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.2KNew |
$673K - $699K
|
26.2K
$669K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
25.9KNew |
$666K - $691K
|
25.9K
$661K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.6K+ 5.82% |
$607K - $631K
|
430K
$11M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
22.3KNew |
$572K - $594K
|
22.3K
$568K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
21.1K+ 12.6% |
$543K - $564K
|
189K
$4.82M
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
20.6K+ 16.35% |
$530K - $550K
|
147K
$3.74M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
19.1K+ 1479.49% |
$491K - $510K
|
20.4K
$521K
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18.6KNew |
$479K - $497K
|
18.6K
$475K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$457K - $474K
|
17.8K
$454K
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
16.2K+ 24.12% |
$415K - $431K
|
83.2K
$2.12M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5K+ 9.34% |
$399K - $415K
|
182K
$4.64M
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.7K+ 12.43% |
$379K - $393K
|
133K
$3.4M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 24.61% |
$302K - $313K
|
59.4K
$1.52M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.3K+ 42.83% |
$291K - $302K
|
37.7K
$962K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6KNew |
$272K - $283K
|
10.6K
$270K
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.3K+ 44.52% |
$265K - $275K
|
33.4K
$853K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.85KNew |
$253K - $263K
|
9.85K
$251K
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.76KNew |
$251K - $260K
|
9.76K
$249K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.63K+ 2.07% |
$247K - $257K
|
474K
$12.1M
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 5.43% |
$244K - $254K
|
185K
$4.71M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.04KNew |
$232K - $241K
|
9.04K
$231K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
8.49K+ 16.96% |
$218K - $227K
|
58.5K
$1.49M
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.74KNew |
$199K - $207K
|
7.74K
$198K
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
7.61K+ 2.87% |
$196K - $203K
|
273K
$6.96M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.55K+ 2678.37% |
$194K - $202K
|
7.84K
$200K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.12K+ 8.47% |
$157K - $163K
|
78.3K
$2M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.93KNew |
$127K - $132K
|
4.93K
$126K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.39K+ 19.44% |
$113K - $117K
|
27K
$688K
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
3.98K+ 3.26% |
$102K - $106K
|
126K
$3.22M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 18.42% |
$94K - $97.6K
|
23.5K
$600K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.46K+ 3.54% |
$88.9K - $92.3K
|
101K
$2.58M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
3.06K+ 1.92% |
$78.7K - $81.7K
|
163K
$4.15M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.64K+ 23.82% |
$67.8K - $70.4K
|
13.7K
$350K
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.33K+ 0.48% |
$59.9K - $62.2K
|
488K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.31KNew |
$59.4K - $61.7K
|
2.31K
$59K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.1K+ 10.25% |
$54.1K - $56.2K
|
22.6K
$578K
|