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 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.89K+ 20.51% |
$48.5K - $50.4K
|
11.1K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.7K+ 4.47% |
$43.8K - $45.5K
|
39.8K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.43K+ 1.32% |
$36.7K - $38.1K
|
109K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 6.61% |
$33.6K - $34.9K
|
21.1K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.22K+ 3.65% |
$31.4K - $32.6K
|
34.6K
$884K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.02K+ 12.85% |
$26.2K - $27.2K
|
8.96K
$229K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
990New |
$25.4K - $26.4K
|
990
$25.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
839New |
$21.6K - $22.4K
|
839
$21.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
723New |
$18.6K - $19.3K
|
723
$18.5K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
700+ 0.9% |
$18K - $18.7K
|
78.2K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
484+ 36.12% |
$12.4K - $12.9K
|
1.82K
$46.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
395New |
$10.2K - $10.5K
|
395
$10.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
359+ 2.16% |
$9.23K - $9.58K
|
17K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
354+ 0.14% |
$9.1K - $9.45K
|
256K
$6.52M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
352+ 2.86% |
$9.05K - $9.39K
|
12.7K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
338+ 3.75% |
$8.69K - $9.02K
|
9.35K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
297+ 0.27% |
$7.63K - $7.93K
|
110K
$2.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
273+ 2.43% |
$7.02K - $7.29K
|
11.5K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
259+ 0.15% |
$6.66K - $6.91K
|
178K
$4.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
225New |
$5.78K - $6.01K
|
225
$5.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
210New |
$5.4K - $5.6K
|
210
$5.36K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
205New |
$5.27K - $5.47K
|
205
$5.23K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
195+ 0.36% |
$5.01K - $5.2K
|
54.9K
$1.4M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
195+ 0.36% |
$5.01K - $5.2K
|
54.9K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
126+ 1.21% |
$3.24K - $3.36K
|
10.5K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
61+ 0.04% |
$1.57K - $1.63K
|
158K
$4.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
52+ 8.77% |
$1.34K - $1.39K
|
645
$16.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
49New |
$1.26K - $1.31K
|
49
$1.25K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$591 - $614
|
23
$587
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16+ 0.07% |
$411 - $427
|
23K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.13% |
$283 - $294
|
8.17K
$209K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$129 - $133
|
26.2K
$668K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.06% |
$103 - $107
|
7.09K
$181K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3+ 1.8% |
$77.1 - $80.1
|
170
$4.34K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.34% |
$25.7 - $26.7
|
298
$7.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.14% |
$25.7 - $26.7
|
692
$17.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.05% |
$51.4 - $53.4
|
3.66K
$93.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 10.34% |
$77.1 - $80.1
|
26
$664
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 0.39% |
$103 - $107
|
1.01K
$25.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.24% |
$129 - $133
|
2.11K
$53.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 7.34% |
$617 - $641
|
303
$7.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 8.82% |
$771 - $801
|
310
$7.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-141- 1.44% |
$3.62K - $3.76K
|
9.64K
$246K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-214- 47.77% |
$5.5K - $5.71K
|
234
$5.97K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-220Closed |
$5.65K - $5.87K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-229- 95.82% |
$5.89K - $6.11K
|
10
$255
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-279- 1.65% |
$7.17K - $7.45K
|
16.7K
$425K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-287- 1.67% |
$7.38K - $7.66K
|
16.9K
$431K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-323- 0.11% |
$8.3K - $8.62K
|
287K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-330- 2.67% |
$8.48K - $8.81K
|
12K
$307K
|