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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-356- 66.42% |
$9.15K - $9.5K
|
180
$4.59K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-382- 1.36% |
$9.82K - $10.2K
|
27.7K
$707K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-423- 4.1% |
$10.9K - $11.3K
|
9.9K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-534- 40.79% |
$13.7K - $14.3K
|
775
$19.8K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-585- 1.34% |
$15K - $15.6K
|
43.1K
$1.1M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-589- 7.07% |
$15.1K - $15.7K
|
7.74K
$198K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-611- 5.73% |
$15.7K - $16.3K
|
10K
$256K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-621- 0.89% |
$16K - $16.6K
|
69.5K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-662- 6.69% |
$17K - $17.7K
|
9.23K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-673- 6.02% |
$17.3K - $18K
|
10.5K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-699- 69.83% |
$18K - $18.7K
|
302
$7.71K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-836- 9.41% |
$21.5K - $22.3K
|
8.05K
$205K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-892- 71.94% |
$22.9K - $23.8K
|
348
$8.88K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-938- 2.74% |
$24.1K - $25K
|
33.3K
$850K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1K- 2.31% |
$25.7K - $26.7K
|
42.3K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.05K- 2.79% |
$27.1K - $28.1K
|
36.8K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 53.5% |
$28.5K - $29.6K
|
963
$24.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.2K- 1.29% |
$30.9K - $32.1K
|
92.2K
$2.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.28K- 6.1% |
$32.8K - $34K
|
19.6K
$501K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.44KClosed |
$37K - $38.4K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.48K- 6.37% |
$38.1K - $39.6K
|
21.8K
$556K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 14.06% |
$39.2K - $40.7K
|
9.31K
$238K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.79K- 11.49% |
$46.1K - $47.9K
|
13.8K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.83K- 10.71% |
$47.1K - $48.9K
|
15.3K
$390K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.89K- 6.26% |
$48.4K - $50.3K
|
28.2K
$720K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.05K- 54.48% |
$52.7K - $54.7K
|
1.71K
$43.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.06K- 8.24% |
$52.9K - $55K
|
23K
$586K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.11K- 16.12% |
$54.2K - $56.3K
|
11K
$280K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.14K- 3.76% |
$55K - $57.1K
|
54.7K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 5.26% |
$55.5K - $57.6K
|
38.9K
$993K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.33K- 4.04% |
$60K - $62.3K
|
55.4K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.47K- 80.49% |
$63.5K - $66K
|
599
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.73K- 17.99% |
$70.1K - $72.8K
|
12.4K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.8K- 0.79% |
$72K - $74.7K
|
352K
$8.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.85K- 14.61% |
$73.2K - $76.1K
|
16.7K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.88K- 7.38% |
$74.1K - $76.9K
|
36.2K
$923K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.93K- 6.66% |
$75.2K - $78.1K
|
41.1K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.1K- 8.3% |
$79.6K - $82.7K
|
34.2K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.17K- 10.99% |
$81.6K - $84.7K
|
25.7K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.45K- 20.41% |
$88.7K - $92.1K
|
13.5K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.62K- 15.55% |
$93.1K - $96.7K
|
19.7K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.72K- 1.42% |
$95.6K - $99.3K
|
259K
$6.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.79K- 10.34% |
$97.4K - $101K
|
32.9K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.06K- 10.36% |
$104K - $108K
|
35.1K
$896K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.36K- 31.42% |
$112K - $116K
|
9.51K
$243K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.4K- 11.58% |
$113K - $117K
|
33.6K
$857K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.83K- 30.9% |
$124K - $129K
|
10.8K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.42K- 12.2% |
$139K - $145K
|
39K
$994K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.88K- 15.48% |
$151K - $157K
|
32.1K
$819K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.97K- 43.46% |
$153K - $159K
|
7.77K
$198K
|